Usually early, sometimes wrong.

I’m an economic historian by training, an entrepreneur and investor by experience. I write about how AI and other technologies reshape work, places, and markets: where jobs, capital, and people move next, and what that does to the rules we grew up with.

My first book, Rethinking Real Estate, predicted the post-2020 upheaval in offices, labor markets, and cities. My next one, on the new rules of work, wealth, and power, is coming from Simon & Schuster in 2027. I've written for The New York Times and The Atlantic, and my analysis has been featured in The Wall Street Journal, Bloomberg, and beyond.

I’ve worn many hats: party promoter, infantry soldier, PE executive, tech entrepreneur, and writer. I’ve been shot at, gone viral, gambled my savings on a failed startup, and made a small fortune in crypto. These days, I help some of the world’s largest companies, investment firms, and governments make sense of economic change.

Each of these experiences informs my writing, especially my most important role: that of a father. What practical insights can help my children thrive in a world that grows more unpredictable, disproportionate, and volatile every day? How can I make the most of my own time to leave them with more resources for experimentation and discovery?

This newsletter is where I work that out in public. More than 30,000 people in finance, tech, and government read it. Subscribe to join the conversation.

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