Core Framework: Demographics and secular trends are the upstream forces shaping the financial system, driving liquidity as an amplifier, directing money to value creators (e.g., Mag 7) and high risk-reward assets (e.g., crypto), with sentiment steering the final flows.Inspiration: Raoul Pal’s “Everything Code”—long-term structural shifts set the stage, liquidity accelerates, and markets follow.Objective: Trace money […]
Money Flow Investment Framework Read More »
Forward During the Christmas of 2024 I read an hour-long transcript of a conversation between Raoul Pal (Co-founder of Real Vision) and ChatGTP. The conversation in essence was an exploration of the idea of a universal consciousness that touched multiple areas and disciplines which appeared to have interesting crossovers. Not only was it compelling, but
Concept – Animora – The True You Why am I here? What is this all for? What is my life for? Who am I? What if I could dive deep into my soul and discover what truly lies beyond my grasp? What if I could see and understand who I truly am? What would it
Part 3 In tracing consumerism’s journey—from the sturdy boots of necessity to the identity-laden threads of today—we’ve uncovered a profound shift. What began as a means to survive has become a language of self, a cycle where we work to consume, and consume to carve meaning from the chaos of existence. The original exploration pegged
AI and the Alchemy of Self: Transforming Consumerism into Self-Actualisation Read More »
Part 2 Our lives are increasingly defined by what we consume—not just in terms of goods, but in how those choices shape who we are and how we connect with others. In my previous exploration, we traced the rise of identity consumption: the shift from buying things for function or experience to using them as
The Next Frontier of Identity Consumption: Living Authentically in a Curated World Read More »
Smart contracts are self-executing software programs that run on a blockchain, enabling automated transactions and agreements without intermediaries. These contracts use a distributed ledger to verify and timestamp actions, ensuring security, transparency, and efficiency. While smart contracts can automate many digital processes, they also have limitations that must be addressed for broader adoption. A key
Understanding Smart Contracts: Capabilities and Limitations Read More »
Introduction The idea of this think-piece is to construct a possible framework of where consumerism is heading. The ideas set out here are built on my years of experience in design, retail, photography and more recently my learnings as an investor in macroeconomics, block-chains and technology in general. These essays are a collaboration of my
A New World – Same Habits Read More »