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Asset prices are more sensitive to very low interest rates than most suspect

26 мая, 2015    ·    4 min read

Global interest rates are now at historical lows. Conversely we are seeing record prices for asset prices be … Читать далее «Asset prices are more sensitive to very low interest rates than most suspect»

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How Technology Could Help Fight Income Inequality

11 декабря, 2014    ·  < 1 minute

I have had the pleasure of meeting professor Tyler Cowen a few times and always left my meetings … Читать далее «How Technology Could Help Fight Income Inequality»

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LeWeb 2013 Interview of Arnaud Montebourg

13 декабря, 2013    ·  2 minutes

Loic Lemeur asked Jeff Clavier and me to react to Arnaud Montebourg’s presentation at LeWeb and ask him … Читать далее «LeWeb 2013 Interview of Arnaud Montebourg»

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No Limits to Growth

4 сентября, 2013    ·  < 1 minute

Over the course of the last few years I resolved the cognitive dissonance between my short term pessimism … Читать далее «No Limits to Growth»

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Great speech on the five trends reshaping the global economy

21 мая, 2013    ·  < 1 minute

Dominic Barton, the managing director of McKinsey, recently gave an insightful speech at Stanford Business School. I encourage … Читать далее «Great speech on the five trends reshaping the global economy»

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Экономика: Оптимистический мысленный эксперимент

13 июля, 2012    ·  35 minutes

В последние несколько лет экономист во мне глубоко пессимистично оценивает краткосрочную и среднесрочную экономическую судьбу развитых стран, и … Читать далее «Экономика: Оптимистический мысленный эксперимент»

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Is the Euro zone crisis by design?

15 марта, 2012    ·  5 minutes

A few months ago, I started writing an analysis of our global economic situation that I wanted to … Читать далее «Is the Euro zone crisis by design?»

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Must read article on America’s 21st century collapse!

20 октября, 2011    ·  < 1 minute

I just came across this very well thought through article on everything that could go wrong for the … Читать далее «Must read article on America’s 21st century collapse!»

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The Ultimate Startup: Creating a New Country

23 августа, 2011    ·  3 minutes

My good friend Auren Hoffman posited that existing nation states would benefit from a little bit of creative … Читать далее «The Ultimate Startup: Creating a New Country»

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Cameron Rules, Sarkozy Sucks!

9 июня, 2011    ·  3 minutes

Over the last two weeks I had the pleasure of attending the eG8 Summit in Paris at the … Читать далее «Cameron Rules, Sarkozy Sucks!»

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Why India is behind China!

7 июня, 2011    ·  3 minutes

I recently wrote how the world is less globalized than we suspect it is and how we now … Читать далее «Why India is behind China!»

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How to minimize human misery in recessions or the macroeconomic implications to hedonic adaptation

16 мая, 2011    ·  4 minutes

  As I was reading The Upside of Irrationality, Dan Ariely’s sequel to the brilliant Predictably Irrational, I … Читать далее «How to minimize human misery in recessions or the macroeconomic implications to hedonic adaptation»

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Globalization is more fragile and less entrenched than you think!

29 апреля, 2011    ·  < 1 minute

I was shocked that the statistics I came across in a recent article in The Economist which presented … Читать далее «Globalization is more fragile and less entrenched than you think!»

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Summit Series Speech: The Pessimistic Optimist

17 мая, 2010    ·  4 minutes

I wanted to share with you something that has been on my mind lately as I have been … Читать далее «Summit Series Speech: The Pessimistic Optimist»

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Mortgage modifications have done more harm than good

3 января, 2010    ·  < 1 minute

I argued in a prior post that the best way to deal with a deflating bubble was not … Читать далее «Mortgage modifications have done more harm than good»

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Cognitive dissonance be damned: I am a pessimistic optimist!

21 октября, 2009    ·  6 minutes

Over the past few years I have often felt like Cassandra with my dire and pessimistic economic predictions. … Читать далее «Cognitive dissonance be damned: I am a pessimistic optimist!»

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