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Fictitious Capital
#20: Evolution as rupture: The changing rules-based order
Countering the Carney-popularized "facade" narrative by centering the material realities of the system and questioning whether this is yet another…
Feb 8
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#2: Understanding Energy
Nov 21, 2022
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#1: The Great Globalization is Ending
Nov 5, 2022
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#15: The arcs of history
Jul 8, 2024
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#10: We are living in a material world
Aug 8, 2023
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#19: Holding a bag of rocks
Opportunities in the era of dispersion, trend changes, and bubbles.
Jan 11
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#18: The Unity of Opposites
The meeting of two polarizing reformists (Mamdani-Trump) and what it tells us about the current political moment.
Nov 28, 2025
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#17: "Dad" brain
The biological transformation that enables men to go far beyond the socially constructed mold of fatherhood; better fathers lead to happier couples…
Oct 27, 2025
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Fictitious Capital
Bringing back the material world: energy, commodities, and macro.
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