Wondering Aloud
My essays dig into what I’m curious about, taking a structural lens to markets, AI, character, geopolitics, athletics, pop culture, and more. They arrive twice a month, with shorter reflections on LinkedIn in between.
This is where I stress-test ideas in public, thinking about complexity alongside readers. I don't have all the answers; I have a framework that I think is useful.
The writing is a dialogue about how our operators and systems handle uncertainty, wherever it arises.
It arrives twice a month, and leaving is one click.
Posts and Articles
The Question of Constraints
“Preferences are optional and subject to constraints, whereas constraints are neither optional nor subject to preferences.” –Marko Papic
Sand Hills: The Extraordinary Beauty of a Coherent System
We watched the others take off from North Platte, Nebraska.
Pope Leo Sings from the Constraint Hymnal
In May, Pope Leo XIV published an encyclical about artificial intelligence, and he did not put artificial intelligence in the title.
When Have You Ever Been Creative?
This was the question I faced one day at lunch.
Electricity
I tend to watch for thoughts to connect in threes when I am working on an investment idea for the portfolio.
On LinkedIn, I look at what’s happening now – in the markets, in the news, in my family – and read it through a structural lens.
When something breaks, drifts, or holds together in an interesting way, I write about it, focusing on the ways constraint architecture, uncertainty, and disorientation appear around us.
I’m interested in how leaders navigate systems that are shifting, where constraint architecture shows up in financial markets, why technology causes a system to endure or collapse, and more.
I care about dialogue, and I want to know your thoughts, too.
Follow on LinkedIn →