My research is primarily focused on the interaction between stock market movements, macroeconomic forces, and corporate actions. I examine the extent to which companies "learn" from the variations in their financial and economic environment in developing and adjusting key corporate actions such as Mergers and Acquisitions (M&A) and Equity Offerings. I also study the role of informed trading - within the framework of the Grossman-Stiglitz paradox and the original work of F.A. Hayek - in influencing stock returns at both the firm and market levels. The aim of this examination is not to offer methods of forecasting stock returns or predicting corporate behavior in the traditional sense. Instead, I am interested in the channels via which the richness or fragility of the information environment can be exploited by both investors and companies in properly positioning themselves in a complex business environment.

I am an admirer of the work of the late economist G.L.S. Shackle on the epistemic problems in modern economics. Shackle's key observation is that the framework of possibilities and belief functions is more relevant in driving and explaining financial decision-making than the widely used probability-based paradigm. I also think that the consequential role of time in shaping expectations is not properly understood in both the neoclassical and behavioral traditions. Interpreting financial decisions using the rational/irrational dichotomy is simplistic and misleading. An alternative approach based on Stephen Wolfram's notion of computational irreducibility seems to me more fruitful.

I am the founder and CEO of Epistemica Ltd, an independent consultancy firm that guides high-net-worth individuals through the complexities of financial markets, with emphasis on the role of the temporal experience in investments.

In my free time, I enjoy martial arts (Krav Maga, Boxing), swimming, and reading (and re-reading) the works of Arthur Schopenhauer, W.V.O. Quine, Alfred North Whitehead, Noam Chomsky, Hilary Putnam, Ernest Gellner, Richard Rorty, and Ludwig Wittgenstein, among others. I like to claim that I am a cigar aficionado.