March 20268 min read
The Future is Tokenized
Ownership is being quietly rewritten in code — and the consequence is not a new asset class, but a new set of people allowed to own the old ones.
Read article
Perspectives
A library of essays.
Editorial writing on private markets, emerging technology, global wealth and the ideas shaping tomorrow.
More Essays
02February 20267 min read
Optionality is an Asset Class
Most portfolios optimize for return. The most durable ones optimize for the ability to say yes when it matters — and that ability is worth more than it looks.
Read article
03January 20267 min read
Why Relationships Compound Faster Than Capital
Capital doubles on a schedule. Trust doubles on introductions. Over a career, only one of them is truly exponential.
Read article
04December 20258 min read
The Geography of Wealth
Money now travels faster than the frameworks built to hold it. The families that plan across borders are the ones that keep it.
Read article
05November 20258 min read
What AI Changes About Investing
The interesting question is not what AI can now do. It is what human judgment is worth once the easy work is priced away.
Read article
06October 20257 min read
Why Access Matters More Than Information
Everyone reads the same research. Very few are in the same rooms. The difference between the two determines almost everything.
Read article