Author: Thomas Schleusener
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Power of Humanity: How Ideas Evolve
If you want to launch a revolution, don’t ask yourself how many people support my idea. Instead ask yourself how many of my supporters are capable of effective collaboration. – Yurval Noah Harai, Homo Deus Cooperation History as our teacher, societies that form social bonds and have learned to cooperate more efficiently than others have been…
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The Optimization Problem
What changes do you want to see in the world and what are you doing to achieve them? Control what you can, to see the change you want to see. The following is an introduction to optimization and an exercise in re-framing how we each see our world. I challenge you to be intentional with…
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Global Investment Themes
Main themes as I saw them from the 2019 CFA Annual Conference in London: Growing Inequality Sustainable Investment and Climate Change Artificial Intelligence and Machine Learning Big Data The first of these themes can be tied to the remaining three. Inequality There is a tangible dispersion between the haves and have-nots of the world, in…
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The Search for ET
If the galaxy is so large, why haven’t we heard from other intelligent life? With new exoplanets being discovered seemingly daily (4065 so far), why haven’t we heard from ET? This is the so-called Fermi Paradox. Let’s take a step back and consider the time scale on which the galaxy operates. The big bang was…
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Recipe for a Market Crash
Earnings season is upon us and a diabolical mash of market conditions is converging to make it an interesting one. Let’s get cooking. Ingredients: Two tablespoons of rising stock prices One cup rising price to earnings ratios One cup falling dividend yields 2 cups falling earnings estimates A dash of slowing global growth One scoop…
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Two Kinds of Smart
How do you define intelligence? A scene from Good Will Hunting comes to mind. “My boy’s wicked smaht.” What does wicked smaht leadership look like? Here’s how the hard sciences are defining intelligence: The equation above was developed by Shane Legg (Deepmind) and Marcus Hutter. It states that intelligence is directly related to achieving positive outcomes across…
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Thinktank Evolved
A prior post outlined a structure, formally called SCRUM, which helps organizations achieve the best results. The process is completely dependent on how teams are formed within the project. The mix of individuals ultimately determines success or failure. People run companies. No matter how dynamic your development process is, without the right people, the company…
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Thinktank Methodology: Millenials, Boomers, and VC’s
I’ve been thinking a lot about the recent changes in our culture. There’s a big divide between the young and the old and how we interact with each other. I would like to sit down and source knowledge from people older than me; those went through the same situations as I am experiencing now. I…
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Choices We Make
“Accidents” allowed life to be possible on Earth. For example, the leading theory is that the moon formed when an object smashed into early Earth. It knocked earth on a tilt so we have seasons. World destroying meteors would have hit the Earth if Jupiter’s gravity hadn’t been our protector. If this hadn’t happened, the…
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Jingle Bells, Batman Smells: YTD Reflection & 2019 Positioning
Christmas season is upon us and geez has the year flown by. Below is a reflection on the year’s returns and what to expect/how to position going forward. Returns year to date have been tepid in the US and abysmal in Europe and Asia. The question is, what should investors expect moving into 2019? Growth…
fungible thoughts 
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