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Two things about this. First, I don't think it's right that I've limited my pool of resources on anything to one person. When I interview someone about NIL collectives, I don't think you'd take that to assume they're the only person I've ever spoken with about the subject. Second, re: use of a pen name, I gave that some thought! It's a bit unconventional in traditional media, the idea being the a pen name lessens "skin in the game" for what people say. That doesn't worry me much about someone who has an established financial publication and whose business depends on successfully building audience credibility. I'm interested in having informative conversations and am glad I had this one.

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Right, his primary expertise is building a substack audience. Smartest guy about PE on substack might as well be the skinniest kid at fat camp. You do not have to amplify every source you talk to.

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