Healthcare executive, macro & private investor, and AI infrastructure researcher. I build quantitative tools for geopolitical risk and market analysis at M3I Research.
I sit at the intersection of macro investing, geopolitical analysis, and AI infrastructure. My work focuses on finding the signal in complex, fast-moving markets.
Quantitative risk scoring for geopolitical events — war resolution probability, commodity disruption, ceasefire tracking, and market turbulence signals updated every 3 hours.
Deep research into the AI compute supply chain — from HBM memory and custom silicon to power transformers and optical interconnects. Finding value where structural demand meets mispriced assets.
Building automated scanners, risk models, and data pipelines. 11 turbulence signals, 7 composite models, and a 5/5 prediction track record on geopolitical calls.
I'm a healthcare executive turned macro investor and AI researcher, with over 15 years of experience across operations, corporate finance, and technology integration.
I co-founded a chronic pain treatment company and helped build it into the largest provider of chronic pain services in Canada. Over the years, I've served as COO, CEO, Board Member, and Strategic Advisor — navigating mergers, public exits, and the operational complexity that comes with scaling a healthcare network across multiple provinces. I currently serve as VP of Operations, focused on turnaround and growth for the subsidiary I co-founded.
I also run M3I Research, where I build quantitative tools that track geopolitical risk, market turbulence, and the structural forces reshaping AI compute. My research covers the AI infrastructure supply chain — from HBM memory and custom silicon to power transformers and optical interconnects. I also created The RAM AI Podcast, publishing deep dives on AI, markets, and macro investing.
Research, Analysis, and commentary across multiple channels.
Live geopolitical & macro risk scores for investors
Deep dives on AI infrastructure & macro investing
AI, markets, and macro — narrated deep dives
Real-time commentary and market observations
Daily macro signals — @m3iresearch.bsky.social
Professional background & network
Open-source risk API & data tools
Selected pieces from Substack — macro investing, AI infrastructure, and geopolitical risk.
IBM just had the worst day in its history — because its own customers spent the budget on memory instead.
Samsung's record quarter, Apple's $30 billion Broadcom bet, and a market that's started to tell them apart.
A mid-2026 read on where the money actually went — and what the data is saying now.
On equanimity, conviction, and holding quality through the noise.
Interested in connecting? Reach out for inquiries related to advisory, research, or investment.