I work with family capital, asset owners, and corporate investors in deep tech.
Previously, I spent 15 years or so focused on the problem of expanding access to capital in market segments and geographies that most investors overlook. This often entailed working with private equity and venture capital funds, institutional investors, and the founders of early-stage startups and mid-sized businesses.
In recent years, I've grown increasingly interested in blockchain's potential to transform the creation and exchange of value globally. However, this potential has largely remained illusory, and the industry is teeming with scumbags.
In addition to my occasional blog posts below, you may click through to some of my publications and recommended reads.
I hosted a podcast on private markets that featured some great interviews, but I have deprecated it for now.
You may find me on BlueSky or reach me via e-mail. I built the bot @thucydides on Farcaster, but I spend less time there now.
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Posts
- The 'Hidden Center' of *2666* •
- The Cognition Reformation? •
- Experimenting with Paragraph •
- The AI Is You •
- Can crypto solve the $4 trillion SME financing gap? •
- On Music NFTs •
- Thinking on a tokenized investment vehicle •
- Is the Dollar Standard Ending? •
- The DAO of (Risk) Capital •
- NFTs and the future of African startup funding •
- End the Value-Extraction Economy •
- The Coming of the French Revolution •
- Galt's Gulch, Higher Education, and the Blockchain •
- What is happening? •
- Persistence •
- Globalization in the Age of American Primacy •
- Some Reflections on Entrepreneurship and Life •
- The Wealth of Nations •
- A Reason for Optimism •
- Intangible Assets •
- The Death of Graduate School? •
- The Discontinuities between the Generations in History •
- The Lies of Vietnam •
- Gethsemane •
- How Will You Spend Your Energy? •
- Father Joseph's Folly •
- Confessions •
- Verisimilitude •
- The Ancien Régime and the Revolution •
- A Quick Take on Farhad Manjoo's Piece About the Public / Private Market Conundrum •
- Light Blogging •
- Reflections on a Winding Road to EM Private Equity •
- Opinions •
- Technological Acceleration and the Wet Noodle of Monetary Policy •
- Life To Come •
- Henry Kissinger's World Order and the Question of Universal Values •
- QE & Inequality •
- Politics and Culture in International History •
- The Enduring Relevance of Thucydides •
- Practice Heroes •
- David Bromwich and the Vanishing Art of Independent Thinking •
- Entropy: The Defining Characteristic of Global Affairs •
- Life Satisfaction •
- Meditations (at ~ 3,000 feet) •
- Lagos: Reflections on the Epicenter of the Frontier Market Phenomenon •
- Rome •
- Munich Nights •
- On Hammocks and Critias •
- “H = MC. Humanities Equals More Cash” •
- The Reckoning •
- Pope Francis's Critique of Capitalism and the Quest for the Good Life •