Lance Pieper

I’m an investor, macro analyst, writer, and Certified Financial Planner®. My work sits at the intersection of macroeconomics, technology, behavioral finance, and financial planning.

I believe the best investment decisions come from first-principles thinking, intellectual honesty, and a willingness to look where others don’t. I’m drawn to ideas that compound — both in portfolios and in understanding.

Through my writing on Substack, I share analysis on economics, emerging technologies, monetary history, and the mental models that guide my thinking. My goal is to think clearly in public and help others do the same.

Areas of Focus

• Global macroeconomic trends and monetary history
• Technology-driven disruption
• Behavioral finance and decision-making under uncertainty
• Long-term investing and compounding frameworks

Philosophy

Markets reward patience, curiosity, and the discipline to separate signal from noise. I aim to invest and write with that ethos — focusing on what matters over the long term and ignoring the rest.