Things I'm thinking about:

• The financialisation of compute
• Helium-3
• Energy infrastructure. Very bullish on nuclear.
• How technology compresses cash cycles in trade commodity finance
• Rollups in traditional industries, keeping back office thin with technology and going wide in distribution

Current: structured trade finance and derivatives at a metals house. Also built a full CTRM in-house with Claude.

Prev: insurtech startup (hire 1, acq.), energy infrastructure, commodities, Warwick uni, UWC Singapore