Notes & Projects
Exploring capital, technology, history, and political economy. Founder of Portico Advisers. Book forthcoming.
Also—
The Book — Forthcoming
What it was like to build a business in emerging markets private equity while diagnosing the structural decline of the industry in real time.
A companion site for readers is in the works—immersive material, bonus content, video AMAs, reading recommendations, and more.
Four Things—a monthly letter on what I'm reading, building, listening to, and one thought-provoking data point. Plus occasional updates on the book.