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""Securities"" May 21, 2022

“Securities” Podcast: Will Malthus or human ingenuity win out in these chaotic times?

It’s been another crazy week of financial news, but how do all these trends add up? This week, Danny Crichton and Josh Wolfe talk about South Korea’s burgeoning desire for nuclear weapons, some themes from the latest Lux quarterly letter and how a 1980s experimental film inspired its theme of “entropic apex,” how Gen Z and others will respond to actions […]

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""Securities"" May 15, 2022

“Securities” Podcast: Risk, Bias and Decision Making

Danny Kahneman (left), Michael Mauboussin (on screen), Josh Wolfe (right), and Annie Duke (far right). Image Credits: Danny Crichton

We’ve reached an apex of risk, individually, economically, as a society. Stability has been rent asunder, and the resilience of our support systems from healthcare to supply chains has been all but demolished. Just in this frenzied week of crises, there’s now a nationwide shortage of infant formula thanks to a bacterial infection at a […]

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""Securities"" May 7, 2022

“Securities” Podcast: Shredding the endowment investing playbook playbook with Scott Wilson, CIO of Washington University in St. Louis

University endowments are one of the key nexuses by which finance influences the future of science, tech, and the human condition, and what happens at endowments and other limited partners (LPs) matters deeply both for their clients but also the wider VC asset class. Washington University in St. Louis Chief Investment Officer Scott Wilson, who […]

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""Securities"" May 1, 2022

How permanent should software be?

Matt Mets / Flickr / Creative Commons

We take for granted just how effortlessly consistent our daily life is. Our stoves burn with the swoosh of a knob, our stop signs (at least in the U.S.) are a stable hue of red, our wall outlets haven’t changed prongs in decades. The stairs, the shower head, the garage door — hardware devices that […]

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""Securities"" April 24, 2022

Eastern winds of media

Even the mascots are sleeping while reading books. Photo by Danny Crichton.

I’m traveling the next few weeks in Seoul, South Korea, and it’s always a delight to return here and see the technological ambition of this Asian Tiger’s entrepreneurs. South Korea has transformed into a major crypto innovation hub (arguably second only to the United States), a vanguard in climate tech and increasingly a content powerhouse […]

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""Securities"" April 16, 2022

“Securities” Podcast: Redlines for diplomacy and business with former USSOCOM commander Tony “T2” Thomas

“Redlines” in war are meant to be objective and unambiguous tests for a country to respond to another nation’s action. If one country uses chemical weapons in a conflict, that might violate the redline of another country and therefore force it to conduct military operations in response to reenforce the international laws and norms against […]

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""Securities"" April 13, 2022

Lumafield is CT scanning for the industrial manufacturing masses

A scan of AirPods. Photo by Lumafield.

While the annals of history are rightly littered with the names of the inventors of wondrous technologies and breakthrough products, the true value of these innovations is only fully realized when they become widely accessible. Electricity, computers, genetic sequencing and thousands of other major advancements have only had their extensive effect on society after they […]

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""Securities"" April 10, 2022

The Manichaean rainbow

Mykhailo Liapin / Flickr / Creative Commons

The dynamics of “watchwords” in the sweeping narratives of nation-states are peculiar and complex. “Democracy” and “equality” have a certain valence to Americans that’s unique, even to other democratic and equal places. This is to be expected after all: each community spins its own story, and thus the same political phrases can have radically different […]

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""Securities"" April 9, 2022

“Securities” Podcast: The VC Power Law with CFR senior fellow Sebastian Mallaby

In his new book, “The Power Law: Venture Capital and the Making of the Future,” Council on Foreign Relations senior fellow Sebastian Mallaby brings his erudite attention from the hedge fund world to venture capital, interviewing the industry’s leading players over the last 50 years to discover what is unique about this industry that “manufactures […]

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