Of late recessionary talk has cooled off. Jerome Powell and the Fed are no longer expecting a recession. … Continue reading “Macroeconomic Update: I remain significantly more bearish than consensus!”

I have been putting a lot of thought into macro considerations of late. There are time periods when … Continue reading “Winter is coming!”

I had the pleasure of chatting with Harry Stebbings of 20VC about the current macro environment. In this … Continue reading “WTF Is Going On? 3 Outcomes for What Could Happen From Here; What Needs to Happen To Avoid Recession? Why Stagnation is Most Likely and What This Means for Startups and Venture”

A year ago, in Welcome to the Everything Bubble, I argued that an unprecedented combination of loose monetary … Continue reading “The Great Unknown”

By Matias Barbero “No more …. masks. Everything open too. School opens this week — Thursday! Did you … Continue reading “The Moaning 20s”

The warning signs of market mania are everywhere. P/E ratios are high and climbing. Bitcoin rose 300% in … Continue reading “Welcome to the Everything Bubble!”

Discussion sympa avec Matthieu de Generation Do It Yourself sur COVID, l’economie, les startups Pour ce 11ème épisode … Continue reading “COVID-19 – 11 Fabrice Grinda – Survivre : le seul KPI du moment”

In February I suggested that the SARS-CoV-2 virus and the COVID-19 disease it causes may be the black … Continue reading “The global economy and its impact on startups in the time of COVID-19”

If there is one thing that businesses and individuals hate even more than bad news, it’s uncertainty. Even … Continue reading “COVID-19 may be the black swan that pushes the global economy into recession”

Two weeks ago, I had the pleasure of hosting a salon dinner with members of French Founders prior … Continue reading “Interview in Les Echos (in French): Tech will make the World a Better Place”

In these fraught political times, it’s good to take a step back from the day to day minutia. … Continue reading “We are lucky to be alive right now!”

Technological progress continues unabated. The astonishing rate of growth has fueled heated debates about implications on the future … Continue reading “Technology and the Future of Work”

by Fabrice Grinda and Mike Lloyd Many people have been amazed at the support that Donald Trump has … Continue reading “Donald Trump: The Startup Disrupting the GOP Establishment”

Hang around venture capitalists in Silicon Valley and a clear sense of fear pervades the air. The main … Continue reading “Macro perspective: The startup party is far from over!”