“A multidisciplinary cast of mind . . . with a yen for synthesis” - Charlie Munger (about himself, not Random Walk)

Different, early, and right about where the smart money goes

Data-driven vignettes about the big themes that move markets

• Macro

• Consumer Behavior

• Real Estate, Migration and Demographics

• Technology and AI

• Private and public markets

• Capital flows

For the smartest, most curious investors

"As if Matt Levine and ZeroHedge had a baby" - Anonymous

Random Walk is for the curious and contrarian

• Differentiated and ex-consensus. Random Walk is not a daily digest of whatever everyone else already knows. The WSJ already does that better than Random Walk ever could. Random Walk is focused on where the streetlights don’t shine. Zig where others zag.

• Data-driven. Data forces rigor, and visuals are more information dense than words. Plus, there’s a lot of cool data out there that goes under the radar.

• Generalist’s Delight. Random Walk covers a lot of ground. The only requirement is that the observations reflect something consequential and enduring.

Consensus is useful, so far as it goes. But if you want alpha, then your information mix needs alpha too.

Random Walk is an idea company dedicated to the discovery of idea alpha. Find differentiated data, perspectives and people, and keep your information mix lively. A foolish consistency is the hobgoblin of small minds. Fight the Great Idea Stagnation. Join Random Walk. Follow me on twitter. Follow me on substack:

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About me

I’m a curious guy, with a love of capital markets and a penchant for seeing things differently

• investor and a writer, and champion of polymaths, infovores, and non-linear arcs

• 2x startup exec and product builder (in fintech/insurtech and real estate)

• hedge fund and family office adviser

• ex-lawyer at a venerable white shoe firm

Get in touch if you’d like to collaborate, and of course, please: