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 “”

Ich habe in letzter Zeit viel über Makroüberlegungen nachgedacht. Es gibt Zeiträume, in denen die Makroebene die Mikroebene übertrumpft. In diesen Momenten korrelieren alle Anlageklassen auf dem Weg nach oben … „Der Winter kommt!“ weiterlesen

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 “”

Vor einem Jahr habe ich in Welcome to the Everything Bubble argumentiert, dass eine beispiellose Kombination aus lockerer Geld- und Fiskalpolitik eine Blase in jeder Anlageklasse anheizt. Wir sahen eine … „Das große Unbekannte“ weiterlesen

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 “”

Die Warnzeichen der Marktmanie sind überall zu sehen. Die Kurs-Gewinn-Verhältnisse sind hoch und steigen weiter. Bitcoin stieg innerhalb eines Jahres um 300%. Es gibt eine Flut von SPAC-IPOs. Außerhalb der … „Willkommen in der Everything Bubble!“ weiterlesen

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 “”