Asset prices are more sensitive to very low interest rates than most suspect
May 26, 2015 · 4 min read
Global interest rates are now at historical lows. Conversely we are seeing record prices for asset prices be … Continue reading “Asset prices are more sensitive to very low interest rates than most suspect”
How Technology Could Help Fight Income Inequality
December 11, 2014 · < 1 minute
I have had the pleasure of meeting professor Tyler Cowen a few times and always left my meetings … Continue reading “How Technology Could Help Fight Income Inequality”
LeWeb 2013 Interview of Arnaud Montebourg
December 13, 2013 · 2 minutes
Loic Lemeur asked Jeff Clavier and me to react to Arnaud Montebourg’s presentation at LeWeb and ask him … Continue reading “LeWeb 2013 Interview of Arnaud Montebourg”
No Limits to Growth
September 4, 2013 · < 1 minute
Over the course of the last few years I resolved the cognitive dissonance between my short term pessimism … Continue reading “No Limits to Growth”
Great speech on the five trends reshaping the global economy
May 21, 2013 · < 1 minute
Dominic Barton, the managing director of McKinsey, recently gave an insightful speech at Stanford Business School. I encourage … Continue reading “Great speech on the five trends reshaping the global economy”
The Economy: An Optimistic Thought Experiment
July 13, 2012 · 38 minutes
Over the past few years the economist in me has been profoundly pessimistic about the short and medium … Continue reading “The Economy: An Optimistic Thought Experiment”
Is the Euro zone crisis by design?
March 15, 2012 · 5 minutes
A few months ago, I started writing an analysis of our global economic situation that I wanted to … Continue reading “Is the Euro zone crisis by design?”
Must read article on America’s 21st century collapse!
October 20, 2011 · < 1 minute
I just came across this very well thought through article on everything that could go wrong for the … Continue reading “Must read article on America’s 21st century collapse!”
The Ultimate Startup: Creating a New Country
August 23, 2011 · 3 minutes
My good friend Auren Hoffman posited that existing nation states would benefit from a little bit of creative … Continue reading “The Ultimate Startup: Creating a New Country”
Cameron Rules, Sarkozy Sucks!
June 9, 2011 · 3 minutes
Over the last two weeks I had the pleasure of attending the eG8 Summit in Paris at the … Continue reading “Cameron Rules, Sarkozy Sucks!”
Why India is behind China!
June 7, 2011 · 3 minutes
I recently wrote how the world is less globalized than we suspect it is and how we now … Continue reading “Why India is behind China!”
How to minimize human misery in recessions or the macroeconomic implications to hedonic adaptation
May 16, 2011 · 4 minutes
As I was reading The Upside of Irrationality, Dan Ariely’s sequel to the brilliant Predictably Irrational, I … Continue reading “How to minimize human misery in recessions or the macroeconomic implications to hedonic adaptation”
Globalization is more fragile and less entrenched than you think!
April 29, 2011 · < 1 minute
I was shocked that the statistics I came across in a recent article in The Economist which presented … Continue reading “Globalization is more fragile and less entrenched than you think!”
Summit Series Speech: The Pessimistic Optimist
May 17, 2010 · 4 minutes
I wanted to share with you something that has been on my mind lately as I have been … Continue reading “Summit Series Speech: The Pessimistic Optimist”
Mortgage modifications have done more harm than good
January 3, 2010 · < 1 minute
I argued in a prior post that the best way to deal with a deflating bubble was not … Continue reading “Mortgage modifications have done more harm than good”
Cognitive dissonance be damned: I am a pessimistic optimist!
October 21, 2009 · 6 minutes
Over the past few years I have often felt like Cassandra with my dire and pessimistic economic predictions. … Continue reading “Cognitive dissonance be damned: I am a pessimistic optimist!”
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