Former Amazon Studios FAST exec, former Variety VIP+ senior analyst.
World Cup
Cross a confederation border at the World Cup and you win 10 points less often, 46.1% against 56.0%. Then pull out the host nation and it falls apart: hosts take 70.3%, their continental neighbours just 53.3%. The border was never the tollbooth — the host's front door was.
US Macro Risk
Social Security's retirement fund empties in 2033, cutting checks 21% automatically—no vote needed. Medicare's hospital fund follows in 2036 with an 11% cut. That is roughly $280 billion a year stripped from 67 million retirees.
US Macro Risk
Insurers are walking away from more homes — and a house no one will insure is a house no bank will finance. We see about $228.9 billion in home value at risk each year as the problem spreads inland.
Blindside
5 structural threats the market isn't pricing — and where each one sits on the scale.
FASTMaster on FAST
Most independent studios license their catalog and move on. Electric Entertainment built its own — ElectricNOW, a free streaming service now reaching 49 million viewers and 26 million hours a year across 39 platforms, all pointed at the studio's own slate.
World Cup
Tactical style doesn't fade internationally. One style just goes missing. Positional beats Low-Block 66.6% of the time at club level and 63.5% for nations — but 69 club team-seasons ran the Gegenpress, and the entire international dataset holds 16 matches involving it.
US Macro Risk
A $1.7 trillion lending market has never faced a recession. Loans are valued by formula, not by trades—so losses can stay hidden for over a year, then hit all at once. The 2009 comparison saw defaults peak at 10.4%.
US Macro Risk
Pandemic aid is ending while pension and Medicaid bills keep rising. Most states cannot borrow to stall, opening a yearly budget gap near $62 billion. The cuts hit schools, roads, and the health insurers states pay.
World Cup
Possession smothers the press, the press exploits the low block, the low block frustrates possession. Across 4,026 same-tier matchups, one leg holds — Positional beats Low-Block 67% — but the other two run backwards at 39% and 41%, so the loop never closes.
Sub-Economy
Kate Bush at #1 in 2022. The Beatles back in vinyl-stockist rotation. Pokémon Base Set at $5M. A five-phase cascade pattern moves whole eras at once.
US Macro Risk
AI is demanding power faster than the grid can deliver. New power lines take 13 years; 19 of 25 regions already face reliability risk. The likely bill: $17-19 billion a year.
Media Strategy
Every dead format arrived with a forecast, a stampede, and a write-down. Somewhere right now there's a slide with a huge number on it, and you're about to be asked to believe it.