OpenAI's IPO and AI Politics

Game Theory, Simplified.

Zooming out on AI: Part 1

Let the AI-Complex Wars begin.

Currency Debasement for Dummies

"I'm keeping the money!" (Expires Sunday)

Pieces Falling into Place?

3 Worries for 2026 - AI, Oil, Fiscal

Stock 9/25

Getting long the rise of the no-brand brand

TikTok President

The final boss of short-form content and the future of Europa

The Review (1 minute reading time)

Two event-driven trades and one reading list.

Philo's Academy

Special offer: Win the course (or get 30% off)

Special Situationship

When the stars align with distribution and scale.

Currency Debasement for Dummies

Gold, Silver and Why Real Assets?

Saudi is opening up

Vision 2023 meets Cost of Capital

Venezuela is Taiwan

Trump's gambit feels like great risk/reward but a risky *all in*.