I’m heading to Buenos Aires this week followed by a few days in Florence, Italy, and will spend November in Japan. I’m open to a small number of in-person conversations. If you’re based locally, or know someone in those locations you think it would be worthwhile for me to meet, feel free to reach out … Read more
I’m currently in Florida, Uruguay and heading back to Montevideo soon. After that, I’ll have a week in Buenos Aires, a week in Florence, and will spend November in Japan. I’m open to a small number of in-person conversations. If you’re based locally, or know someone in those locations you think it would be worthwhile … Read more
I arrived in Montevideo, Uruguay a week ago. After that, I’ll have a week in Buenos Aires, a week in Florence, and will spend November in Japan. I’m open to a small number of in-person conversations. If you’re based locally, or know someone in those locations you think it would be worthwhile for me to … Read more
Next Wednesday, September 30th, 2026 at 12pm, I’ll be speaking at the Manhattan Alternative Investment Network. Here’s the agenda. Is Bitcoin a currency? Join the Manhattan Alternative Investment Network for a virtual conversation where Gary Brode, managing partner at Deep Knowledge Investing, will discuss whether Bitcoin should be considered a currency, and the implications that … Read more
I just arrived in Montevideo, Uruguay. After that, I’ll have a week in Buenos Aires, a week in Florence, and will spend November in Japan. I’m open to a small number of in-person conversations. If you’re based locally, or know someone in those locations you think it would be worthwhile for me to meet, feel … Read more
As expected, the Federal Reserve raised the overnight rate by 25bp (.25%). I think this was both the right move and irrelevant. Others disagree. – The Fed cited high inflation, high spending, high employment, and solid economic growth. – The dot plot shows 2 Governors who expect to keep the current fed funds rate through … Read more
CPI of 3.4% was in line with expectations and consistent with last month’s 3.4%. The monthly change was 0.4% driven by fuel and shelter. The monthly increase annualizes to 4.9%. Core CPI of 2.4% was also in line with estimates and slightly below last month’s 2.5%. The monthly change of 0.3% was above estimates … Read more
Introduction: Decades ago, I took a finance class at the University of Michigan and vividly remember when the professor told us that the proper measure of risk is volatility. While I didn’t have the knowledge at the time to challenge the professor, I instinctively and immediately thought that this was incorrect. The only circumstance where … Read more
I’ll be in Suchitoto, El Salvador for the next week followed by a few days in San Salvador and a longer trip to Montevideo, Uruguay. I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to … Read more
