• Your Portfolio Intuition Is Poor
• Is There Actually An Equity Premium Puzzle?
• How Math Is Sufficient To Explain Small Stock Outperformance
• Lesson from coin flip investing
• Why You Don’t Get Paid For Diversifiable Risks
• You Don’t See The Whole Picture
• I Felt Bad For Picking My 3rd Grader Off
• DCF As A Lower Bound
• Bet sizing Is Not Intuitive
• An Example Of Using Probability To Build An Intuition For Correlation
• Bridge of Asses
• Getting Paid To Flip Million Dollar Coins
• My grandma is $24.05 bid, stop embarrassing yourself
• Kelly Math Weirdness

Portfolio theory and Life

• The Option Cage
• Portfolio Theory And The Invisible Option On Hobbies
• Portfolio Theory In The Wild: Funding YouTube Creators
• Why I Share Online And The Decision To Leave Trading