The Deep
Dispatch
Transmissions from the deep
Raw, unfiltered transmissions on markets, nature, building companies, and the strange parallels between trading floors and ocean floors. Sent when the signal is strong.
Latest Transmissions
Featured
March 12, 2026
Vibe Coding for Finance: Why I Built a Studio for the Buy Side
13 years of watching fund technology fail the people who manage the world's capital. Vibe coding with Claude AI is how I'm fixing it.
Vibe Coding • Finance
"Fund technology should move at the speed of markets — not the speed of agencies. Vibe coding with Claude AI compresses six-month timelines into weeks. I built VIBES.COMPANY because the buy side deserves better."
Coming Soon
Why Whales Are Better Traders Than You
On patience, deep dives, and the art of knowing when to surface with conviction. What humpback migration patterns teach us about position sizing and timing.
Markets • Nature
Coming Soon
Gardening as Portfolio Construction
What perennials taught me about position sizing, compound growth, and the radical patience of waiting three seasons for a single bloom.
Growth
Coming Soon
The 6:30am Edge
Why operating from San Diego's coast gives me something no Manhattan trading floor ever could — and how proximity to the ocean sharpens instinct.
San Diego
Coming Soon
Design Is Alpha
After a decade building for finance, here's what I know: the best pitch deck in the room isn't the one with the best numbers — it's the one you can't look away from.
Design
Coming Soon
What My Dog Taught Me About Risk
Unfailing instincts, zero screen time, and the courage to commit fully to every single decision. The ultimate risk management masterclass.
Life