Thought Leadership Threads

The rapid erosion of value in SVB's bond portfolio made plain the power of math and markets and how they can turn against you like an unexpected flash flood.
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Here is a simple explainer on basic bond math that is good to know even if you are not a bank CFO.

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Can you imagine your life without music?

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Did you know that there’s a technology company that’s helping tens of thousands of artists reclaim their creative control and finally get paid what they’re owed?

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A 🧵 about @stem and how it’s transforming the music industry: 👇

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The most disturbing trend I’m seeing in the early stage fintech ecosystem is the raising of 2-3 back-to-back rounds with minimal progress in-between. Unpacked: