Odin River

Odin River is a philosophy that synthesizes a deep optimism about the future with the pragmatism of day-to-day life.

Simply put: Progress is inevitable, but Cycles matter.

The philosophy is a framework for understanding many things including why companies…

Cycles Matter.

Free Markets

What a joke the efficient markets hypothesis has become. Following the crisis in 2008, Central Banks worldwide have intentionally interfered in the global financial markets on the order of Trillions for the last decade.

Progress is Inevitable.

The future will be transparent, so mission driven businesses with values based cultures are the only ones that will survive.

Why? Because technology reduces the cost of information through history and will continue to do so in the future.

Private vs. Public market tensions

There is a fundamental disconnect between the timing required for Progress to emerge — meaning long-term themes — and the noise of the day-to-day in public financial markets.

Why Not Mission Driven?

A smart guy once asked me: why aren’t more Alpha oriented investment firms Mission Driven?

Good question!

On the surface it seems like more should be. Money is this hugely important thing. It represents the time and energy we spend away…