Welcome.

This series is about a question I’ve spent much of my career thinking about: what actually creates competitive advantage when products, technology, and capabilities increasingly look the same?

I’m interested in the decisions underneath the headlines — how companies translate strategy into products, platforms, customer experiences, operating models, and ultimately business results.

In each episode, I’ll take a company or an industry problem and develop a strategic thesis. We’ll look at the business and market context, identify the tension management is facing, examine the available evidence, consider the strategic choices, and ask what I would prioritize if I were making the decision.

Financial services will be a major focus, but not the only one. We’ll also look across industries for companies and ...