Welcome to David's Substack

I’ve launched my own Substack, where on a weekly basis, I’ll be analyzing specific macro topics through a bottom-up lens. The theme will be to define a particular macro trend, explain why it matters, and then highlight the specific technological & geopolitical components that facilitate its continued development. We’ll focus on sectors where inevitability meets technology - particularly within financial services, industrials, and healthcare.

The audience is intended to be far-reaching: novices & experts, builders & investors, macro & micro-oriented thinkers. I hope you enjoy reading them even a fraction as much as I enjoy writing them.