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Sherpa

Signals from the summit

Trad and crypto market trend signals, bubble watch, macroeconomic regime shifts, portfolio updates, and other musings from the Macro Sherpa.

How Should Tech Founders Invest?

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Quick hitter today. With all time highs in equity markets and fever dream rallies from Nvidia to Ethereum, it feels like the perfect time to reflect on how tech entrepreneurs should approach managing their wealth. The trope "invest in what you know" springs to mind immediately. But is that the best approach? It all depends on what you're optimizing for. If you're a tech founder, and all your investments outside your company are also tech or tech-adjacent (public or private markets), you're maki

macro sherpa

The Macro Sherpa evolved over years on the desk as an analyst at multiple billion dollar asset managers. Quantitative models, tools, and analysis were de rigueur.

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