Stay curious my friends.

Circle of Competence Issue #83

PE gone wild, crypto-based gold standard, Jeff Bezos on the space industry, Mark Yusko on investing in innovation, Elad Gil on startups, dis

Circle of Competence Issue #82

Howard Marks on negative interest rates, Kyle Bass and Gen. Robert Spalding on China's CCP, Alex Danco on affordable housing, universal

Update to Circle of Competence Framework and Exponential Processes

Update to Circle of Competence Framework & Exponential Processes “Bubbles form whenever a new story is not only told, but can also be...

Circle of Competence Issue #81

WeWork seeks cash infusion, adventur.es' Messy Marketplace, 1986 Buffett profile, Germany's renewable energy troubles, remote work t

Circle of Competence Issue #80

Ray Dalio on China, Dan Carlin's Hardcore History, Paul Graham's essays on startup ideas, Chris Leithner's November letter, Jim

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