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Investment Principles and Strategies' podcast

Dec 5, 2025

This is a counterargument to the hyperbolic claims surrounding artificial intelligence, insisting it should be viewed as a transformative but gradual general-purpose technology rather than a magical or superhuman entity. AI will unfold over decades, constrained by human institutions, policies, and slow adoption rates....


Oct 6, 2022

Life’s dramatic and unexpected change keeps us vital and longing to see what will happen next. To experience, to travel, to be a loose-fitting component to a tightly fitted place. Anywhere one can be a loose component and absorb the unique experiences of societies and cultures where we will never fit.

I am not...


The Point of the Point

Oct 6, 2022

Life’s dramatic and unexpected change keeps us vital and longing to see what will happen next. To experience, to travel, to be a loose-fitting component to a tightly fitted place. Anywhere one can be a loose component and absorb the unique experiences of societies and cultures where we will never fit.

I am not...


Apr 28, 2022

Investment success combines predicting the future, the confidence to make bold choices, and the fortitude to stay with those choices. Today's volatile and uncertain world requires new knowledge and perspective and assembling relevant facts from many diverse sources to make better decisions and achieve...


Apr 28, 2022

Some of the world's most important industries are being profoundly impacted by new technological innovations and platforms, such as artificial intelligence, digital assets, blockchain-based businesses, gene editing, and DNA sequencing, enabling unprecedented disruption to business and economic models.

Stable...