He's both smart and witty. He rarely just states an opinion, but usually concerns himself with subjects where he struggles to believe something with absolute certainty, and instead readily gives the best argument for each side of an argument. He also appears to be a Mensch.

In this case, I chose him because his Goldman Sachs credentials make it impossible to dismiss him as some sort of far-left Antifa lunatic, and because he's making a good case for moral responsibility in business. A case that is widely accepted among actual business leadership, but somehow still stymies the HN crowd, where the shareholder-above-anything folklore was absolutely certain to make an appearance.

I actually just started reading his newsletter a few weeks ago. His writing is akin to the comments you see on Hackernews: insightful, appropriately opinionated, backed up by experience in industry.

He also adds a wittiness that makes reading his material a pleasure.