How, and why, we should measure the most important quality for a head coach.

Presence, ownership, and leadership.

Find the monkey, find the bottleneck.

Something to look for in players when building a team.

A review of the wonderful deep dive into the world of mimetic desire.

A contest not based on fundamentals.

Always consider the best alternative.

How to frame optionality.

Behind the scenes deals and calculations.

Just have Vlad read this aloud.

Prepare to wet your beak with these lessons.

The bull case on bears.

What I learned when trying to blame Robinhood.

A result of true complexity.

Changing consumption patterns.

Squaring behavioral economics and rationality.

The brilliance of their ecosystem.