Pragmatic Capitalism
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Pragmatic Capitalism provide an alternative perspective to finance and economics. The financial crisis exposed some major flaws in the way we manage investment portfolios and think about economics. As an independent financial analyst and portfolio manager I brought some very unique views to the way we perform finance and economic analysis.
Pragmatic Capitalism
1y ago
Thanks to everyone who has read Pragmatic Capitalism for the last 15 years. I’ve loved writing this blog, but we need to consolidate our financial content going forward. It’s become ..read more
Pragmatic Capitalism
2y ago
Here’s the first batch of answers from the Ask Me Anything. We covered a lot of ground in here including my view on factor investing, the FIRE movement, asset allocation ..read more
Pragmatic Capitalism
2y ago
By the age of 30 I was financially independent. My business was self sustaining, I enjoyed my work immensely and no one could tell me what to do. I wrote ..read more
Pragmatic Capitalism
2y ago
Here’s a new edition of 3 Minute Macro on the topic of Eurodollars. Eurodollars are a somewhat opaque part of the financial world, but have become increasingly important in the ..read more
Pragmatic Capitalism
2y ago
Here are some things I think I am thinking about: Housing, housing, housing. If I had to distill my current macro outlook down into a sentence or two it would ..read more
Pragmatic Capitalism
2y ago
1) SBF, FTX, WTF. The big story of the week remains Sam Bankman-Fried and the collapse of crypto exchange FTX. I haven’t written much about this topic because, well, crypto ..read more
Pragmatic Capitalism
2y ago
In this video we discuss the collapse of FTX and the crypto markets and what we can learn from this bear market. This video includes: 1) Understanding volatilities relative to ..read more
Pragmatic Capitalism
2y ago
I’ve had three big investing epiphanies in my investing career. The first big epiphany was that macro matters much more than micro. The direction of the river is much more ..read more
Pragmatic Capitalism
2y ago
1) Is the bond bottom finally in? I’ve been surprised/wrong about how fast the Fed moved this year. And while I’ve been pretty negative about virtually all asset classes all ..read more
Pragmatic Capitalism
2y ago
The last few years have been jarring in numerous ways. They’ve also forced me to reconsider how I help people navigate the financial world. Here are some things I’ve recently ..read more