Of late recessionary talk has cooled off. Jerome Powell and the Fed are no longer expecting a recession. … Continuar leyendo «Macroeconomic Update: I remain significantly more bearish than consensus!»

Últimamente he reflexionado mucho sobre las consideraciones macroeconómicas. Hay periodos de tiempo en los que lo macro supera … Continuar leyendo «¡Se acerca el invierno!»

I had the pleasure of chatting with Harry Stebbings of 20VC about the current macro environment. In this … Continuar leyendo «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»

Hace un año, en Bienvenido a la burbuja de todo, argumenté que una combinación sin precedentes de políticas … Continuar leyendo «El Gran Desconocido»

By Matias Barbero “No more …. masks. Everything open too. School opens this week — Thursday! Did you … Continuar leyendo «The Moaning 20s»

Las señales de advertencia de la manía del mercado están por todas partes. Los ratios PER son altos … Continuar leyendo «¡Bienvenido a la Burbuja de Todo!»

Discussion sympa avec Matthieu de Generation Do It Yourself sur COVID, l’economie, les startups Pour ce 11ème épisode … Continuar leyendo «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 … Continuar leyendo «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 … Continuar leyendo «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 … Continuar leyendo «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. … Continuar leyendo «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 … Continuar leyendo «Technology and the Future of Work»

by Fabrice Grinda and Mike Lloyd Many people have been amazed at the support that Donald Trump has … Continuar leyendo «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 … Continuar leyendo «Macro perspective: The startup party is far from over!»