AI & Knowledge Work
How AI transforms knowledge work. Why the next 3 years will reshape how expertise is created, validated, and delivered.
Reshoring & Deglobalization
Manufacturing returning home, supply chain rewiring, and what happens when 'made in America' becomes strategic necessity rather than marketing.
US-China Competition
Technology decoupling, rare earth dependencies, and how great power competition reshapes everything from chip manufacturing to TikTok bans.
Pattern Lab (Meta)
The meta-thesis: how to discover, test, and refine macro patterns. The methodology behind the methodology—pattern catalysis as a practice.
Aging Demographics
Not just healthcare. Labor markets, consumption patterns, and massive capital reallocation toward health, wellness, and longevity services.
Inflation Pressures
Structural inflation beyond the cycle. Labor markets, demographics, and deglobalization creating persistent price pressures that change the investment calculus.