How We Invest in the World’s Best Companies Bef...
“Hey Samuel - can we invest in SpaceX?” That’s what a client asked me this week. I told them: you already are. Some of the most exciting companies like OpenAI, Anthropic,...
How We Invest in the World’s Best Companies Bef...
“Hey Samuel - can we invest in SpaceX?” That’s what a client asked me this week. I told them: you already are. Some of the most exciting companies like OpenAI, Anthropic,...
We Are Screwed
We are screwed. (At least if your plan is “own U.S. large caps and hope for the best.”) I just finished reading AQR’s latest Capital Market Assumptions, and a few...
We Are Screwed
We are screwed. (At least if your plan is “own U.S. large caps and hope for the best.”) I just finished reading AQR’s latest Capital Market Assumptions, and a few...
A Great Company Is Not the Same Thing as a Grea...
99% of people I talk to don’t understand this about their company stock The difference between a great company and a great investment largely (not entirely) comes down to valuation. I work with people...
A Great Company Is Not the Same Thing as a Grea...
99% of people I talk to don’t understand this about their company stock The difference between a great company and a great investment largely (not entirely) comes down to valuation. I work with people...
Why High Earners Pay Millions in Taxes And How ...
I met with 3 people last week who paid over $1 million in taxes last year.They won’t this year.There isn’t just one tax code—there are dozens.And if you’re a high...
Why High Earners Pay Millions in Taxes And How ...
I met with 3 people last week who paid over $1 million in taxes last year.They won’t this year.There isn’t just one tax code—there are dozens.And if you’re a high...
Why Attacking the Fed Is a Bad Idea — Regardles...
Why Trump attacking the Fed is dangerousAn honest evaluation of President Trump is that he says and does a lot of things. Some are good. Some are bad.This one falls...
Why Attacking the Fed Is a Bad Idea — Regardles...
Why Trump attacking the Fed is dangerousAn honest evaluation of President Trump is that he says and does a lot of things. Some are good. Some are bad.This one falls...
There Is No Work–Life Balance — Only Life
People who obsess about “work-life balance” are usually mediocre at both.Obsessed people apply their obsession to everything, and just call it life.Yesterday I turned 28, and I’ve been thinking about...
There Is No Work–Life Balance — Only Life
People who obsess about “work-life balance” are usually mediocre at both.Obsessed people apply their obsession to everything, and just call it life.Yesterday I turned 28, and I’ve been thinking about...