Asset prices are more sensitive to very low interest rates than most suspect
Mai 26, 2015 · 4 min read
Global interest rates are now at historical lows. Conversely we are seeing record prices for asset prices be … „Asset prices are more sensitive to very low interest rates than most suspect“ weiterlesen
How Technology Could Help Fight Income Inequality
Dezember 11, 2014 · < 1 minute
I have had the pleasure of meeting professor Tyler Cowen a few times and always left my meetings … „How Technology Could Help Fight Income Inequality“ weiterlesen
LeWeb 2013 Interview of Arnaud Montebourg
Dezember 13, 2013 · 2 minutes
Loic Lemeur asked Jeff Clavier and me to react to Arnaud Montebourg’s presentation at LeWeb and ask him … „LeWeb 2013 Interview of Arnaud Montebourg“ weiterlesen
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 … „No Limits to Growth“ weiterlesen
Great speech on the five trends reshaping the global economy
Mai 21, 2013 · < 1 minute
Dominic Barton, the managing director of McKinsey, recently gave an insightful speech at Stanford Business School. I encourage … „Great speech on the five trends reshaping the global economy“ weiterlesen
Die Wirtschaft: Ein optimistisches Gedankenexperiment
Juli 13, 2012 · 38 minutes
In den letzten Jahren war der Ökonom in mir zutiefst pessimistisch, was das kurz- und mittelfristige wirtschaftliche Schicksal … „Die Wirtschaft: Ein optimistisches Gedankenexperiment“ weiterlesen
Is the Euro zone crisis by design?
März 15, 2012 · 5 minutes
A few months ago, I started writing an analysis of our global economic situation that I wanted to … „Is the Euro zone crisis by design?“ weiterlesen
Must read article on America’s 21st century collapse!
Oktober 20, 2011 · < 1 minute
I just came across this very well thought through article on everything that could go wrong for the … „Must read article on America’s 21st century collapse!“ weiterlesen
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 … „The Ultimate Startup: Creating a New Country“ weiterlesen
Cameron Rules, Sarkozy Sucks!
Juni 9, 2011 · 3 minutes
Over the last two weeks I had the pleasure of attending the eG8 Summit in Paris at the … „Cameron Rules, Sarkozy Sucks!“ weiterlesen
Why India is behind China!
Juni 7, 2011 · 3 minutes
I recently wrote how the world is less globalized than we suspect it is and how we now … „Why India is behind China!“ weiterlesen
How to minimize human misery in recessions or the macroeconomic implications to hedonic adaptation
Mai 16, 2011 · 4 minutes
As I was reading The Upside of Irrationality, Dan Ariely’s sequel to the brilliant Predictably Irrational, I … „How to minimize human misery in recessions or the macroeconomic implications to hedonic adaptation“ weiterlesen
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 … „Globalization is more fragile and less entrenched than you think!“ weiterlesen
Summit Series Speech: The Pessimistic Optimist
Mai 17, 2010 · 4 minutes
I wanted to share with you something that has been on my mind lately as I have been … „Summit Series Speech: The Pessimistic Optimist“ weiterlesen
Mortgage modifications have done more harm than good
Januar 3, 2010 · < 1 minute
I argued in a prior post that the best way to deal with a deflating bubble was not … „Mortgage modifications have done more harm than good“ weiterlesen
Cognitive dissonance be damned: I am a pessimistic optimist!
Oktober 21, 2009 · 6 minutes
Over the past few years I have often felt like Cassandra with my dire and pessimistic economic predictions. … „Cognitive dissonance be damned: I am a pessimistic optimist!“ weiterlesen
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