The companies to own in the next 10 years
Front-running the US refinancing cliff
An Australian-specific macro audit
Annual allocation framework
Sixty minutes on what you're actually trying to solve — a position, a portfolio, a macro view. Card or Bitcoin. No funnel. Just the call.
A LITTLE DUST ON THE BOOTS, BUT SHARP WITH HIS BETS.
HE READS CHARTS AT SUNRISE AND WATCHES THE MARKETS LIKE A HAWK.
CALM, FREE, HALF-WILD, HALF-DISCIPLINED.