Known Unknowns
how risk drives our world, the macro economy, and markets. and pensions too.
- Indexed issues, last 90 days
- 6
- Latest publication
- Sep 22, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest issues
We’re getting safety all wrong (opens the original)
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Hello,Today is the publication day of my new book, Worth the Risk! I told you a bit about the idea last time. And for everyone who asked about the Kindle version, it should be available soon, hopefully later today. I hope. I am told there is a technical snafu. And last week, Barton Swaim at the Wall Street Journal wrote a very nice review! Bloomberg also <a href="https://www.bloomberg.com/opinio
Reviving the frontier spirit from our phones (opens the original)
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<img alt="" class="sizing-normal" height="2250" src="https://substackcdn.com/image/fetch/$s_!W75b!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3d103409-1e25-446f-9e39-a96f7b03d0d9_1650x2550.
A stupid and more honest place (opens the original)
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<img alt="" class="sizing-normal" height="1260" src="https://substackcdn.com/image/fetch/$s_!ASeA!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F642d10de-4ea2-410e-8dc9-dc2e4812a3c4_2955x2557.
No warm nuts for you (opens the original)
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<img alt="" class="sizing-normal" height="1092" src="https://substackcdn.com/image/fetch/$s_!2LC-!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6401a6d8-1207-40e1-a6d6-c343ae
Forward Guidance won't make you happier (opens the original)
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<img alt="" class="sizing-normal" height="2184" src="https://substackcdn.com/image/fetch/$s_!MSd3!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F359d473d-6f7f-426e-832f-029b319b7c8b_3266x4898.
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