If they can yank the leash on the company,
and the company holds your assets,
guess who’s actually on the leash?

Self custody cuts it.

lol

looks like a list of statists

For a long time (over two decades), I’ve looked at markets through what I call "Threshold Theory", the idea that systems don’t move smoothly, they compress, build pressure, and then resolve in structural shifts. Momentum diverges. Volatility tightens. Mood stretches. Then something gives. Not gradually, but decisively.

Listening to this talk last night (twice!) about the possibility that time itself may not be purely continuous, but could have discrete characteristics, that reality may resolve in commitments rather than flows. That framing hit me harder than I expected.

Because if time is even partially discrete, then markets aren’t just price discovery mechanisms moving through smooth space. They are accumulations of irreversible commitments. Social mood isn’t random psychology, it may be the distributed sensing of structural coherence or misalignment. Credit expansion isn’t just liquidity, it’s a growing pile of claims waiting to be reconciled with actual commitment density.

That lens feels deeply aligned with how I’ve been modeling thresholds in markets and macro cycles for years. But I don’t want to sit inside my own echo chamber. If this line of thinking has merit, I want to stress-test it. In other words, I am not smart enough to take the next step.

So I’m genuinely asking... Where are the new serious economist thinkers who are reexamining time as a foundational variable in economics? Not just interest rate timing, but the ontology of time itself.

I found out last night who is integrating physics (and was phenomenal), now I want to see who is also out there diving into information theory, or complexity science into economic structure in a rigorous way?

I’m not looking for ideology. I’m looking for intellectual friction. If Threshold Theory is missing something, I want to dig in more and find it.