Christmas is a special time to share with family and friends. This Christmas was our first in America and we’ve been blessed with several people who’ve opened their doors, families … More Longing, embracing the detail and growing closer
Since university days, Aristotle’s description of virtue as the middle path between two extremes struck me as a wonderfully simple yet nuanced approach to ethics. I jumped at the chance … More Aristotle: on Education
This is the transcript of a talk I gave at Sakelige in Pretoria on Business Cycles and Capital Structure in October 2019. Video recording here. Good afternoon. Great to be here … More Policy impatience and perpetual business cycle autumn
Not the best book I’ve ever read. Not terrible either. Mauboussin is an experienced and creative thinking investor with a number of great insights – I’ve listed a few below. … More More Than you Know: Michael Mauboussin
Howe & Strauss describe three different approaches to thinking about time in their book, “The Fourth Turning”: chaotic, cyclical and linear. This is an incredibly valuable lens through which to … More Cyclical resurgence after dangerously linear thinking
Short and sharp from South African bitcoin enthusiast and founder of SA crypto exchange Luno (formerly BitX) Simon Dingle. He covers most of the major concepts surrounding bitcoin, without delving … More Book Review: In Math We Trust
An insightful account of the social, economic and political trends of the 1920’s, 30’s and 40’s, centred on the monetary economics leading to the great depression. As someone with a … More Lords of Finance by Liaquat Ahamed
Avoiding identity politics I avoid aligning myself with labels, tags or groups because I don’t want to bear the consequences of associating with people where I have limited control over … More Voting for the Capitalist Party in SA Elections 2019
I like to think of Nassim Taleb as a modern philosopher. “Modern” is somewhat misleading though, because Taleb vehemently opposes modernity, intellectualism, scientism and academia. Taleb likes practitioners and is … More Skin In The Game – Nassim Taleb
If I were to characterise my father in one word, I’d choose “principled.” I remember not getting my way as a child and asking why, why, why couldn’t I have … More Principles – Ray Dalio