Longing, embracing the detail and growing closer

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 and hearts to us. From friends having us to stay on arrival and sharing their home, friends of theirs hosting us for Christmas, a big … More Longing, embracing the detail and growing closer

Policy impatience and perpetual business cycle autumn

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 with you, a group of real risk-takers who are advancing society one risk at a time. Honour to share the stage with a mentor of … More Policy impatience and perpetual business cycle autumn

Cyclical resurgence after dangerously linear thinking

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 view the world. Each approach has its benefits but a singular focus on one at the expense of the others can lead to dangerous outcomes. … More Cyclical resurgence after dangerously linear thinking

Voting for the Capitalist Party in SA Elections 2019

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 their actions. Political parties, in particular, are a minefield of identity politics. As soon as you identify as Republican/Democrat in the US, Labour/Conservative in the … More Voting for the Capitalist Party in SA Elections 2019

Skin In The Game – Nassim Taleb

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 opposed to anyone without skin in the game. Skin in the Game is essentially real investment, where one’s actions and opinions have consequence. Taleb’s latest book … More Skin In The Game – Nassim Taleb