I’m an entrepreneur and systematic portfolio manager. I’ve sat in the PM seat at pod shops and managed real money at scale and seen how the sausage gets made. I want to help you understand how the game is played at the highest levels.
Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”
Backing tomorrow's authors, creators & companies before the world knows their names. Home of Infinite Books, Infinite Media, the O'Shaughnessy Fellowships & the Infinite Loops podcast.
Unexpected takes on the modern world of work. Paul explores our obsession with work and the default path of success and tries to imagine new possibilities for how we can conceive of life, work & what matters.
Macro Mornings is a Top 1% investing newsletter globally, delivering investment strategies and macroeconomic trend analysis. Get weekly updates with clear and concise summaries of the most important market news.
Options market structure and trading opportunities. The factors that impact volatility and how it's traded, splashed with the reminisces of a recovering market maker. Portfolio Design for active traders.
A world made of gears. Doing both speed premium short term updates and long term world model building. Currently focused on weekly AI updates. Explorations include AI, policy, rationality, medicine and fertility, education and games.
Pivotal is a newsletter about data, investing, and startups. It has three underlying themes: the data explosion, markets in everything, and software eating the world.
The ultimate home for options traders ready to think sharper and trade smarter. Tap into 30,000+ hours of practical experience and a clear, repeatable process.
Options, Volatility & Trading. Detailed analysis of 0-DTE option structures, historical option strategy performance dashboards for US Indices, market performance around events / data releases & general market commentary through the lens of volatility.
I'm writing to organize my thoughts on the three things I care most about- evolving education, building community, and culture & identity.
I'd love to find others who care about the same things!
Helping readers understand how to get the maximum value out of financial services and insurance products by getting them to question their biases that these industries profit off of.
