By day, I’m a strategy consultant in New York City. By very early morning, I’m usually out jogging around in the dark getting ready for some race that will leave my toenails in a gutter. Somewhere in between, I’m thinking about markets, risk, and why so many smart people line up to be the sucker at the table.
This site is where those worlds meet.
What I Actually Do All Day
I work as a strategy / management consultant. In practice, that means I spend a lot of time:
- Building financial models and forecasting dashboards for Fortune 500 clients
- Launching products across multiple markets and geographies
- Translating messy data into “here’s what we should actually do”
I’ve led concurrent strategy and analytics engagements with teams across the U.S., India, and Argentina. I’ve helped a multibillion-dollar business unit find tens of millions in cost savings and revenue. It’s a lot of spreadsheets, dashboards, and “what happens if this goes sideways?” conversations.
Outside of consulting, I’m the managing partner of GG&P Group LLC, a small real estate investment company. Right now that’s two duplexes, six units, and around ~$250k in assets under management. I handle acquisitions, underwriting, tenant relationships, contractor coordination, as well as detailed financial reporting and tax compliance.
On paper:
- BBA in Finance from the University of Michigan (Ross)
- High GPA, quant-heavy curriculum
- Build predictive models in sports betting markets to consistently find +EV spots
In reality: I’m just someone who spends an abnormal amount of time thinking about risk, incentives, and what breaks when people get greedy.
How I See the World
The short version:
It might not be your fault, but it is your responsibility.
Bad things happen you didn’t choose: pandemics, layoffs, dumb Fed policy, whatever. You don’t control that. You do control how you respond, how you position yourself, and whether you learn anything from it.
I’m heavily influenced by people like Taleb, Bogle, Housel, Frankl, Camus, and Vonnegut:
- From Taleb, I learned to obsess over fat tails, black swans, and antifragility. I’d rather build a life and portfolio that benefits from volatility than one that collapses the second volatility shows up.
- From Bogle, I learned the power of boring: low-cost index funds, long horizons, and refusing to confuse luck with skill.
- From Frankl, I learned that meaning often comes through suffering, not in spite of it.
- From Vonnegut, sometimes people and systems are just downright insane, and there’s not much we can do about.
That plays out in a few ways:
- I invest mostly in long-term, low-cost stuff and real estate, with a small slice reserved for weird, asymmetric bets (deep out-of-the-money options, long volatility, etc.).
- I’m deeply skeptical of central banks, QE, and housing “miracles” that magically make everyone rich without anyone having to work or save.
- I assume Wall Street and the media are structurally incentivized to look out for their own interests and convince us that the world is a much more dangerous place than it actually is.
My baseline assumption is that the system is not designed to protect you. If you don’t understand the game, then you are either the product, the sucker, or both.
You Won’t Find Me on Social Media
Kinda… I have LinkedIn, Strava, and Goodreads if that counts.
A couple years ago, in the middle of a big self-improvement push, I permanently deleted my social media accounts.
I was concerned that I’d lose touch with some of my weaker ties, and start falling behind from not being “in the loop”.
None of that happened. What did happen was quieter but more important:
- I stopped constantly comparing my life to people I could give a damn about
- I got more comfortable with actual conversations and direct invites
- I freed up my mental bandwidth and attention span
Social media is a superstimulus: it overclocks hardware that evolved for small tribes and scarce novelty. It hijacks comparison, social approval, and dopamine, then sells that attention to the highest bidder.
This blog leans hard against that. I’m not trying to build another attention sink. The purpose of this blog is to simply write about things that genuinely interest me.
I average ~10 views per day… I’m not in it for the money.
Why I Keep Doing Hard Things
In 2023, I raced Ironman 70.3 Jones Beach. The conditions were torrential rain, 40 mph winds, and big ocean swells. It was lovely
I crashed on the bike, hard. Ripped my tri suit all bloody and pierced my front tire. A few kind athletes helped me fix my bike and off I went.
My race was cooked, but I finished anyway. Why? Because visualization is powerful. What if you’re the guy who decided he wanted, no, needed to finish in spite of all that? I’d want to be friends with that guy. So why not try and be that guy?
That race is a decent metaphor for how I think about life:
- You can’t always control the conditions
- You definitely don’t control other people’s stupidity
- You do control how prepared you show up, how you respond when things fall apart, and when it’s time to quit
Would I have grinded it out if I broke my leg? No. I’m not an idiot.
There are moments where it is acceptable to quit and try again later. You learn and move on, but that’s precisely what growth is all about.
What You’ll Find Here
This blog is where I put everything I’m learning, breaking, and questioning into words. Typical topics:
- Finance & Markets
- Real Estate & Portfolio Construction
- Small multifamily investing
- How policy and credit conditions leak into real-world deals
- Thinking in terms of risk, cash flow, and optionality
- Risk, Black Swans & Antifragility
- Positioning yourself for rare events
- Why most people underestimate tail risk
- How to build systems that improve under stress
- Self-Improvement & Responsibility
- Taking ownership when things go wrong
- Using discomfort (endurance training, hard conversations, focused work) to grow
- Practical ways to stop outsourcing your life to algorithms and institutions
- Attention, Superstimuli & Tech
- Social media as a dopamine machine
- How superstimuli distort what feels “normal”
- Strategies to opt out without hiding in a cave
Why You Might Want to Stick Around
If you care about:
- Making better decisions under uncertainty
- Building a life and portfolio that can survive, and even benefit from, crazy shit
- Avoiding being the sucker in a rigged game
- Taking responsibility for your choices, even when external stuff does not go your way
…then you might find something useful here.
I don’t have everything figured out, and I’m no better than anybody else. I’m just a guy working full time, training, investing, making mistakes, and trying to learn from them.
I write to structure my own thinking in real time; if I can’t explain it clearly here, I probably don’t understand it well enough to act on it.
If that sounds interesting, read a few posts. I write this site with the expectation that readership is 0, so anything else is just an added bonus.