I have been radio silent lately as my day job takes up more time. Some deal stuff, but also a lot related to defining my role within the firm and expanding my responsibilities. Which I think is a good thing.
At the same time, my mind has been contemplating the broader investing universe. I really do feel like the world is at an inflection point and I want to position myself ahead of the changes coming. And the complication is less in what the ideas are, so much as what will be the best way to capture them.
