What Daniel Kahneman can teach us about our perception of the U.S. housing market
When it’s shaped by experience alone, intuition can be misleading. That’s particularly true when it comes to trying to understand complex systems such as markets, where multiple factors converge and influence outcomes. Intuition is something I have tried to hone over the course of my career, but always, always backed by big-picture stats and data. […]
Housing affordability in the U.S. What does 2026 hold for potential buyers?
For much of the past few years, discussions about the U.S. housing market have focused on supply. We’re told there simply aren’t enough homes, and that once construction catches up, affordability will follow. But as I have discussed in previous posts, I don’t think that framing captures the reality on the ground. The United States […]
What do start-ups have to do with golf?
From the outside, both golf and startups look simple… deceptively simple. Some might think it’s just about hitting the ball. The same with a start-up, right? You have an idea that looks like it will work, so run with it. Progress, in theory, should be straightforward. But in reality, neither game works that way. Golf […]
Important reflections from 2025
As I look back on 2025, I’m struck by any one big breakthrough or crisis. Instead, it’s the subtle changes that have been happening behind the scenes, reshaping how we live, invest, and think. Many of the forces that defined the year weren’t new, but they became harder to ignore. The cost of real estate […]
How Roivios approaches one of America’s biggest medical challenges
For decades, the United States has devoted a significant portion of its healthcare spending to treating kidney disease. In fact, chronic kidney conditions and their complications account for nearly half of all medical costs in this country. This staggering figure tells us something important about where the real opportunities for improvement lie. If we want […]
Qualities to look for in first hires for start ups
When starting a company, first hires will determine its direction as much as a business plan will. In those early days, you often don’t have the luxury of systems or bureaucracy; you have people. And the people you choose will either build momentum or slow it down. I tend to look for individuals who can […]
How important is a clear vision when starting a company?
When I start a company, the first thing I ask myself is, “why does this need to exist?” If I can’t answer that question clearly, I don’t move forward. A clear vision is the foundation of everything that follows, it defines purpose, direction and endurance. In my experience, the people that join a team with […]
The decision-making framework I return to: Set theory
Over the years, I’ve found that many people approach decisions by narrowing their focus too early. They home in on what seems like the most obvious choice, without first exploring the full range of possibilities. It’s understandable. Time is often limited and business tends to reward speed. But I’ve learned that the best outcomes rarely […]
Defining entrepreneurship: It’s a state of mind
What truly defines an entrepreneur? When people ask me how I define entrepreneurship, my answer is always the same: it’s a state of mind. It’s not a career you step into or a title you put on a business card. It’s really about the way you see the world. I’ve always been interested in new […]
My book recommendations for 2025
I wanted to revisit two books that I have thoroughly enjoyed reading over the past few years. I have found myself and my way of working reflected in the pages of these non-fiction titles and I believe they carry lessons that remain highly relevant today. The first, The Goal by Eliyahu M. Goldratt and Jeff […]