Investing beyond the numbers.
Perspectives on wealth, risk, freedom, and the life we choose to build.
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The Chill Capital Summit — Chapter 5: The Last Light in the Villa
An evening conversation between Jack Bogle and Charley Ellis about simplicity, financial independence, and the meaning of enough.
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Nokia: When the Future Moves Somewhere Else
Nokia’s decline reveals how disruption reshapes markets, and why even dominant companies can lose their advantage when the future changes.
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When a Winner Becomes Too Big
When a successful investment grows too large, rebalancing becomes a question of risk, conviction, and the limits of portfolio concentration.
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The Best Preparation for a Market Crash Happens Before You Invest
Preparing for a market crash starts before buying: build a portfolio and a decision process you can live with when prices fall.
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Beyond Stocks and Bonds: Can Managed Futures Build a More Resilient Portfolio?
Managed futures offer a different source of returns from stocks and bonds, raising questions about diversification and portfolio resilience.
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Portfolio Rebalancing: Smart Risk Management or Unnecessary Tinkering?
Portfolio rebalancing can control risk, but it also has costs and trade-offs. Explore when discipline helps and when tinkering hurts.
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Beyond Price: The Hidden Mechanism Behind Asset Adoption
Asset adoption depends on forces that price alone cannot reveal. Explore the mechanisms behind lasting demand and financial change.
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The Chill Capital Summit – The Aperitivo
At a fictional aperitivo, investing thinkers meet to explore money, uncertainty, and the meaning of a life well lived.
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Book Analysis: Richer, Wiser, Happier by William Green – More Than an Investing Book
William Green’s Richer, Wiser, Happier explores what great investors can teach us about judgment, character, and living well.
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Beyond 60/40: Building an Investment System Instead of a Portfolio
Beyond the traditional 60/40 portfolio, explore an investment system built around bond maturities, cash flows, and flexible decisions.