Sean’s Blog
ray dalio – “the changing world order, chapter 2″
Ray Dalio is widely considered one of the greatest living investors. He is the founder of Bridgewater Associates, as well as a master educator through How the Economic Machine Works and his latest book Principles For Navigating Big Debt Crises. What follows are my...
raoul pal – “the unfolding”
Raoul Pal, Real Vision cofounder and mastermind behind the Global Macro Investor newsletter, released the April 2020 edition of GMI newsletter, titled “The Unfolding”. What follows are my notes.
ray dalio – “the changing world order, chapter 1”
Ray Dalio is widely considered one of the greatest living investors. He is the founder of Bridgewater Associates, as well as a master educator through How the Economic Machine Works and his latest book Principles For Navigating Big Debt Crises. What follows are my notes of Dalio’s Chapter 1: The Big Picture in a Tiny Nutshell, the first installment in his series “The Changing World Order.”
ray dalio – “the three big issues and the 1930s analogue”
Ray Dalio is widely considered one of the greatest living investors. He is the founder of Bridgewater Associates, as well as a master educator through How the Economic Machine Works and his latest book Principles For Navigating Big Debt Crises. What follows are my...
raoul pal – “doom loop”
Real Vision, the “Netflix of Finance”, started a series of episodes exploring the possibility of a recession on the horizon. Raoul Pal, Real Vision cofounder and mastermind behind the Global Macro Investor newsletter, opens the series with Is a U.S. Recession Coming?....
fate of empires – john glubb
Sir John Glubb (1897-1986) was a British soldier and scholar. He served in World War I and later commanded Jordan’s military from 1938-1956. In his essay, The Fate of Empires and Search for Survival, he surveys 3,000 years of history and provides his observations on the human patterns behind the rise and fall of empires.
ray dalio’s “paradigm shifts”
Ray Dalio is widely considered one of the greatest living investors. He is the founder of Bridgewater Associates, as well as a master educator through How the Economic Machine Works and his latest book Principles For Navigating Big Debt Crises. What follows are my notes of Dalio’s article Paradigm Shifts, which provides an overview of big economic paradigm shifts since 1920, our current paradigm, and a shift he sees beginning in the next few years.
money, sound and unsound – joseph t. salerno
Joseph Salerno (b. 1950) is an American economist of the Austrian School. In 2010, he wrote Money, Sound and Unsound, where he provides a wide-ranging application of Austrian monetary theory across history. I read this book for a course with Saifedean Ammous: The...
on the origins of money – carl menger
Carl Menger (1840 – 1921) was an economist and founder of the Austrian School of Economics. In 1892, he wrote On the Origins of Money, where he argued that money is not created or sanctified by the State, but instead money naturally emerges from the marketplace.
passing the pmp
After dodging the Project Management Professional (PMP) certification for 15 years, I finally hit a contract requiring it. Nearly everyone I know who is a PMP attended a week-long cram session for about $4000. Shortly after, they sat for and passed the exam. Clearly, this is a certification you can cram for. Fortunately, I had enough time to do it my way.