Tag: Investing

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Politics Travel

Day 1574 and American HVAC

Being back in America after any amount of time in Europe is always a weird transition for me. I am in Colorado for an academic conference so I’m staying in a chain hotel.

Being accustomed to European systems that simply don’t work beyond a set range I turn the air conditioning on maximum before bed assuming at best I’ll achieve 22C (71.5 degrees in freedom units) as I like to sleep in a cool room.

I wake up with my Whoop warning me I have an “elevated body temp” and I think huh that’s weird it’s freezing in here. The room is 15C. That’s 59 degrees Fahrenheit for Americans.

Social media loves joking about PE HVAC takeover bros but a random conference hotel in Colorado has better air conditioning than the entirety of Western Europe.

You can stay in the best hotel in Frankfurt and it won’t get to a decent temperature. If you stay in an Airbnb and run an air conditioner you may even have troubles with the neighbors.

Isn’t it a bit odd you can be comfortable in a renovated 400 year old bank vault in Istanbul or a corporate chain hotel in American flyover states but Europe simply can’t manage climate control? Don’t worry though I’m sure NATO can re-industrialize no problem. Wink wink.

The way we virtue signal is so bizarre. Like let’s consider the 29 cent Dole branded banana I got at Trade Joe’s. It’s certified organic. The barcode tells me to look. Trader Joe’s is owned by a German conglomerate Aldi.

I’m Bob Dole.

The organic movement may be the original blueprint for ESG and DEI but it’s now so well accepted that hallelujah the mercenaries that guard the banana republic of Dole are verified socially responsible. It was only capitalism that ever forced their hands. Riddle me that my socialist friends.

And this brings me to my panel on Friday on whether technology can be a force used to counter culture. To which I respond with which culture are we countering and why?

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Startups

Day 1572 and Re-Skilling

I’m having a Boomer moment. And I think I’m excited about it? I’m actually extremely excited.

It’s clear without a significant investment of time and effort, most millennials’ technical skills will be out of date in the next decade. I think it’s likely to happen faster but humans are slower than our tools.

The rate of change in artificial intelligence, and its subsequent impact on the business of software, is moving at such rapid clip that even if you put your total focus on the topic you will find yourself behind.

I doubt I’ll be the only millennial to find themselves up-skilling and re-skilling in this era. Hopefully we are quick enough on educational change for Gen Z and Alpha that they get exposed early.

And I am one of the lucky ones. I’ve been working in technology my whole career. I’ve been investing in the space for several years. I’ve been dreaming of the singularity since I was a kid. I just wish I had the neuroplasticity i did back then. But I know it will be worth the effort.

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Community Politics Startups

Day 1571 and Townie Done Good

I am excited to be a panelist at an academic conference at my hometown’s university later this week.

While I didn’t attend the University of Colorado at Boulder myself, as a townie kid it holds a special place as educational institution in my life.

Their libraries lent me books, I attended events like their famed Conference on World Affairs and I made use of campus facilities from sports fields to their planetarium.

CU Boulder helped make me who I am today. Which is apparently someone who is qualified to weigh in on challenging topics in technology and culture.

The conference is called Renegade Futurism: Tech and the New Political Counterculture

Tech” isn’t like other industries. In addition to money and products, it is now a source for politicians, policy, culture, and philosophies with unprecedented influence throughout the globe. Figures like Elon Musk and Peter Thiel hardly count as mere industrialists; they function as thought-leaders and government operatives.  
 

This two-day conference gathers actors from today’s tech world–entrepreneurs, makers, thinkers, observers, and critics–to discuss the meaning of the tech counterculture, and what it might entail for the future of technology and American democracy.     

Hosted by the Bruce D. Benson Center for the Study of Western Civilization on Friday April 25th and Saturday April 26th and it is open to the community so if you are nearby please consider registering and attending.

The speaker line up is very impressive from politicians like our very own governor Jared Polis to journalists like James Pogue and entrepreneurs, operators and industrialists like myself.

My topic is first thing and the panelists are well worth being up early to learn from.

April 25th Atlas Building ATLS 100 – Cofrin Auditorium

9:00AM-10:15AM “How dissident is today’s tech?”

Technology can be a democratizing tool or a weapon of centralized authority. If those are perennial alternatives in technology’s history, which has predominated during recent years?

Panel: Michael Gibson, Jeff Schullenberger, Patrick Deneen, Julie Fredrickson
Moderator: Paul Diduch

Categories
Finance Travel

Day 1568 and New Era Exceptionalism?

Overweighting the American markets has been the default in finance for decades. The growth of the magnificent 7, the “exorbitant privilege” of the American dollar, and the security of the defense umbrella of our alliances bolstered treasuries.

American exceptionalism has been rocked with Liberation Day and the subsequent fallout for many. Nobody in business in or with America slept for two weeks straight.

But for me it’s always traveling abroad that changes how I feel about America’s place in the world. If you’ve been following along with my hyperbaric chamber oxygen therapy saga you may know I was in Istanbul touring a factory.

I happened to have a slight medical emergency when a meiborn gland infection popped up on my eyelid almost overnight. Walking into a hospital and receiving exceptional care in no time at all was mind blowing.

Seeing is believing. I’d heard Turkey’s clinics were the best in the world but now I know it. I cannot wait to come back for a more thorough look at my medical situation.

Being born an American has been the privilege of a lifetime. My passport has shown me the world. And even as I do what I can to help to make Montana the friendliest place to do the business of the future I can’t help but fear America has lost more than a step.

Istanbul feels like a modern city in the vein of Shenzen. Growth and construction is everywhere even as you can visit mosques and hammam from when Constantinople was the crossroad of empires.

Categories
Biohacking Travel

Day 1563 and On The Road

Life has been screaming loudly at me to pay attention to hyperbaric chamber oxygen therapy.

Concurrently we are moving through a massive global economic reorganization that impacts how one plans for even local businesses like a med spa.

So while we’ve purchased our first chamber before the tariffs have gone into effect, it seems reasonable to get ahead of the game and begin the sourcing process.

Now I know this sounds crazy, but I’m driving through Greece to visit a factory in Istanbul that manufactures some of the best HBOT options available.

Sharing the road with sheep

Any good road trip is filled with unexpected surprises like sharing the road with sheep but by tomorrow I should be in a slightly more urban setting.

Categories
Finance Medical Travel

Day 1562 and Istanbul

In a twist that one of my friends described as “an extremely Julie situation” I’m heading to Istanbul tomorrow. I’m in Europe so I’m actually going to drive. Any recommendations for hotels, great meals and must see sights are most welcome.

How I ended up on this last minute surprise journey is a long involved story that includes spotting a maintenance issue on a hyperbaric chamber, having a friendly mutual who swears by HBOT email the CEO to troubleshoot, and a long Twitter conversation to do said troubleshooting.

This then turned into an offer of a tour of the factory by their team (since we are in the market as we plan out our Montana medical spa) that was topped off by an offer to discuss the experience on my favorite podcast.

Apparently manufacturing complex medical equipment in this new era of tariffs and bilateral trade agreements is a topic of interest to many people as Turkey may end up a better trading partner than China for many categories of sophisticated equipment.

The Trump administration is making attempts to reorient more of the world under our trade & defense umbrella rather than China is obviously on everyone’s mind. Turkey is an advanced manufacturing industry from which I have imported in the distant past for textiles so I’m sure I’ll learn a lot from this trip.

One of the machines I’ll be checking out
Categories
Culture Startups

Day 1561 and Just Don’t Die

I’m noticing a trend among more and more of my social circles of fear, confusion, depression and malaise. Which let’s be frank isn’t at all irrational given (hand waves) all this.

Rapid changes in technology are slamming into geopolitical changes and it is scaring the shit out of all kinds of people. Personal politics aside, many of the institutions, alliances and people we lived with our entire lives are changing.

But the rate of change is exciting! So much of what we took for granted in our youths is simply changing. Maybe (ok definitely) some of it will be worse for parts of it. It’s normal to be afraid of change. But what if we just need to survive the change?

I’ve been in tech my entire life. I was raised in it by my family. My father absolutely loved gadgets and hardware of all kinds and dove headfirst into selling software. I married someone who works in it with me.

I went to work in it by taking my skills in understanding new tools and translating it to an industry that adopted all of it. What an incredible privilege it was.

I worked in fashion and cosmetics so it was a mixed back but many incredible creative talents made and sold clothes that simply wouldn’t have been possible in an earlier more closed era.

The changes my father and I went through feel like slow lumbering industries compared to the rapid iteration of tooling we are seeing now. How we make things is being changed in ways that is almost impossible to keep up with.

I want to survive the Jackpot of change that is upon us. That’s a William Gibson reference. I agree with Bryan Johnson. Just don’t die. Imagine what we will find on the other side.

Categories
Biohacking Medical

1560 and Signs to Act

I’ve been holding myself a bit back from the world as I’ve been trying to take care of myself and lay low. Too much system input and a spate of bad luck (housing and health issues) made for a bumpy time.

So while I’ve been steadily attempting to stay online for some information flow my epistemic hygiene has mostly consisted of “staying offline” and working through routines that provide positive feedback loops.

I’ve been keenly interested in hyperbaric chamber oxygen therapy from both my very effective first set of treatments and the experiences I’ve seen in my own social circle. Everyone from local Bozeman friends (mostly men) working through injuries and chronic issues to tech’s favorite health billionaire Bryan Johnson have shared their enthusiasm for the therapy. It quite frankly just works.

We’ve acquired one (and am researching another provider that Bryan himself owns) as I’m exploring businesses that would allow us to bring them to Montana. Step one will be letting our friends come use ours in the barn! S

tep 100? Maybe MilFred Industries ends up with a wellness brand. I’ve certainly got extensive experience in every adjacent category from fitness (Equinox) to branded wellness (Goop) and direct to consumer cosmetics (Stowaway) so anything is possible.

Categories
Finance Politics

Day 1558 and Basis Point Bullying

I’ve tried not to pay too close attention to the panicked aftermath of the new tariff regime.

I don’t trade the public markets actively and we’d already made preparations in our personal financial lives for a deleveraged dollar. It seemed clear where things were headed and weakening the dollar solves a couple problems for America.

I am a free trader. I believe in open markets as the most effective means we currently have at our disposal for large scale coordination that works with human nature.

Nevertheless the allure of central planning and collectivism is hard to resist for those in power. The market will adapt and find other ways of allocating assets but the wasted energy of a crisis frustrates investors. Damming the waters only impeded flow.

Each basis point drop saves America 1 billion according to Secretary Bessent. So we’ve an incentive to nuke 30 basis points and keep yields low. And yet the 10 year is still stubbornly high.

The exorbitant privilege of Bretton Woods comes with the fears of a centralized currency managed by technocrats who must give guidance to markets without providing too many surprises.

I grew up with a significant amount of skepticism around the federal reserve and its places to hippie parents and the University of Chicago but even I never thought I’d live to see this kind of test. And I am a Bitcoiner! Maybe Silicon Valley will finally find out what bargain we have with Uncle Sam.

Categories
Politics

Day 1556 and Market Mania and Mold

I’ve had a week of poor sleep that feels like it’s catching up with me. My mood is sour and my mind is mush. This sort of state leaves me with anxiety.

The running joke in the family is that anytime the markets are about to go off I feel it in my body long before it hits the Bloomberg terminal.

I vividly remember the day Silicon Valley Bank collapsed as I had a terrible migraine. I had a sense in the days before I can only describe as snowblind. An informational blizzard of such density and intensity it turned every vantage into a blinding sameness.

It’s possible I’m a mess as the whole week was a mixture of market mania thanks to “Liberation Day” tariffs along with other personal life challenges like mold remediation.

I feel anxious about everything which is to say I am not anxious about anything. It’s simply pervasive. If past market issues caused snowblindness this feels more like swamp gas. It stinks, is favored by conspiratorial types and is a fantastic excuse for seeing things you shouldn’t.