Mi è piaciuta molto la conversazione con Jack Farley. Ecco come lo ha riassunto. Dopo aver definito correttamente … Leggi tutto “Un’incredibile conversazione con Jack Farley su macro, cripto, venture capital e molto altro ancora!”

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 “”

Ultimamente ho riflettuto molto sulle considerazioni macro. Ci sono periodi in cui il macro ha la meglio sul … Leggi tutto “L’inverno sta arrivando!”

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 “”

Un anno fa, in Welcome to the Everything Bubble, ho sostenuto che una combinazione senza precedenti di politiche … Leggi tutto “Il Grande Sconosciuto”

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 “”

I segnali di allarme della mania del mercato sono ovunque. I rapporti P/E sono alti e in salita. … Leggi tutto “Benvenuti nella Bolla di Tutto!”

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 “”