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!”

Akhir-akhir ini, saya telah mencurahkan banyak pemikiran pada pertimbangan makro. Ada periode waktu ketika makro mengalahkan mikro. Pada … Continue reading “Musim dingin akan datang!”

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”

Setahun yang lalu, dalam Welcome to the Everything Bubble, saya berargumen bahwa kombinasi yang belum pernah terjadi sebelumnya … Continue reading “Yang Tidak Diketahui”

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

Tanda-tanda peringatan dari mania pasar ada di mana-mana. Rasio P/E tinggi dan terus meningkat. Bitcoin naik 300% dalam … Continue reading “Selamat datang di 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!”