First Published May 15, 2020
A Brief Introduction There has been one overarching macro thesis of venture capital for the last twenty some-odd years: the cost of networks (and…
Sports betting gets a bad rap. Not only is it potentially profitable, it is a useful way of thinking about the world. There is much to learn about risk…
GP Meetings -- The Collapse of Trust
“Crowds came to form a shield against their own dying. To become a crowd is to keep out death. To break off from the crowd is to risk death as an…
The mid-century economist John Maynard Keynes had a crazy idea. What about, he wondered, thinking of investing as a kind of beauty contest. However…
The following is a compilation of essays -- remixed and lightly edited -- that were written between March and September, 2020. Specifically: Welcome to…
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Irregular Ideas with Paul Kedrosky & Eric Norlin of SKV