Of late recessionary talk has cooled off. Jerome Powell and the Fed are no longer expecting a recession. The consensus is for the US to have a soft-landing allowing core … Continue reading “”

저는 최근 거시적인 고려 사항에 대해 많은 고민을 하고 있습니다. 매크로가 마이크로보다 우선하는 시기가 있습니다. 이러한 순간에는 모든 자산 클래스가 활기가 넘치는 순간에 1과 상관관계가 있습니다. 실사는 중요하지 않으며, 시장에서는 … 더 보기 “겨울이 다가오고 있습니다!”

I had the pleasure of chatting with Harry Stebbings of 20VC about the current macro environment. In this far ranging conversation we discuss why a recession is the most likely … Continue reading “”

1년 전, 저는 ‘ 모든 것의 거품에 오신 것을 환영합니다‘에서 느슨한 통화 정책과 재정 정책의 전례 없는 조합이 모든 자산 클래스의 거품을 부추기고 있다고 주장한 바 있습니다. 주식, 암호화폐, 부동산, … 더 보기 “위대한 미지의 세계”

By Matias Barbero “No more …. masks. Everything open too. School opens this week — Thursday! Did you ever? As if they couldn’t have waited till Monday!” With multiple vaccines … Continue reading “”

시장 광풍의 경고 신호는 도처에 있습니다. 주가수익비율은 계속 상승하고 있습니다. 비트코인은 1년 만에 300% 상승했습니다. 스팩 기업공개가 봇물처럼 쏟아지고 있습니다. 부동산 가격은 인구 밀도가 높은 주요 도시 외곽에서 빠르게 상승하고 … 더 보기 “에브리씽 버블에 오신 것을 환영합니다!”

Discussion sympa avec Matthieu de Generation Do It Yourself sur COVID, l’economie, les startups Pour ce 11ème épisode dédié aux entrepreneurs face à la crise du covid-19 (et deuxième réalisé … Continue reading “”

In February I suggested that the SARS-CoV-2 virus and the COVID-19 disease it causes may be the black swan that push the global economy into recession. I suggested that uncertainty … Continue reading “”

If there is one thing that businesses and individuals hate even more than bad news, it’s uncertainty. Even if you scour the literature and CDC releases (such as this latest … Continue reading “”

Two weeks ago, I had the pleasure of hosting a salon dinner with members of French Founders prior to giving a keynote on the state and future of technology. It … Continue reading “”

In these fraught political times, it’s good to take a step back from the day to day minutia. In the grand scheme of things, global quality of life has dramatically … Continue reading “”

Technological progress continues unabated. The astonishing rate of growth has fueled heated debates about implications on the future of labor and the nature of work. A decade ago, few would … Continue reading “”

by Fabrice Grinda and Mike Lloyd Many people have been amazed at the support that Donald Trump has been able to amass since he threw his red “Make America Great … Continue reading “”

Hang around venture capitalists in Silicon Valley and a clear sense of fear pervades the air. The main topic of conversation these days seems to be of humbled or fallen … Continue reading “”