Introducing The Consilience Compass

The Ambition of the Blog

Over the years, I’ve been fortunate to engage with a vibrant audience on Twitter—now X—and to forge meaningful connections through the exchange of ideas. However, as valuable as these interactions have been, the fleeting nature of the stream of short-form posts often leaves deeper insights obscured in the noise. Writing long-form has always been my preferred mode of expression, offering the opportunity to explore complex topics with the nuance they deserve.

Encouraged by

Clyde Rathbone

, who introduced me to

Linda @ Substack

and the possibilities of the platform, I’ve decided to finally carve out the time to write for an audience in this space.

A Journey Through Markets and Ideas

With over 15 years of diverse experience in financial markets, I bring a multidisciplinary perspective shaped by roles ranging from consulting for long-short hedge funds, macro funds, and family offices; to trading and strategy development for a volatility shop; to portfolio management; and even co-founding a multi-asset online broker that sold pre-revenue.

My background is further grounded by formal qualifications, including a Master of Applied Finance, and an ongoing pursuit of a Master of Data Science. These academic and professional experiences have shaped my ability to execute well-calibrated, high-conviction trades and investments across virtually all asset classes and their derivatives.

The Purpose of The Consilience Compass

The core mission of this blog is to offer unique frameworks that cross-pollinate ideas from diverse disciplines—philosophy of science, epistemology, probability, causality, and medicine; data science, statistics and mathematics; and the natural sciences—and translate them into actionable insights for trading, investing, and portfolio management.

Here, I aim to share:

1. Stylized models that synthesise these ideas into market applications.

2. Empirical, quantitative frameworks to inform systematic strategies.

3. Behavioural and fundamental model-informed discretionary trade analyses.

I operate with a “go anywhere” approach, unconstrained by traditional silos. While this invites a degree of epistemic trespass, I embrace it as a lifelong learner in an era of unparalleled access to knowledge. I firmly believe that with common-sense risk management and sensible position sizing, there’s nothing I can’t trade.

Beyond Markets

Occasionally, I may step beyond markets to touch on broader topics—policy, society, and human rights. These discussions will remain free, as I believe they serve a wider audience. My political stance is centrist, a perspective increasingly rare in polarized times, but one I hope will resonate with those seeking balanced discourse.

Why Subscribe?

By subscribing, you’ll gain access to a steady stream of high-quality ideas rooted in rigor and creativity. For those considering the Founders Class, my aim is to ensure that the insights shared here will justify your investment many times over. After all, it only takes one good trade.

This blog represents my commitment to sharing a multidisciplinary approach to markets and beyond. I’m excited to engage with a thoughtful audience and to build a community keen to explore the intersections of ideas, innovation, and actionable insights.

If this aligns with your interests, I invite you to subscribe and join me on this journey.

Cheers,

CHT

P.S. Stay tuned—there’s much more to come.