Of late recessionary talk has cooled off. Jerome Powell and the Fed are no longer expecting a recession. … Leggi tutto “Macroeconomic Update: I remain significantly more bearish than consensus!”

Ultimamente ho riflettuto molto sulle considerazioni macro. Ci sono periodi in cui il macro ha la meglio sul … Leggi tutto “L’inverno sta arrivando!”

I had the pleasure of chatting with Harry Stebbings of 20VC about the current macro environment. In this … Leggi tutto “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”

Un anno fa, in Welcome to the Everything Bubble, ho sostenuto che una combinazione senza precedenti di politiche … Leggi tutto “Il Grande Sconosciuto”

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

I segnali di allarme della mania del mercato sono ovunque. I rapporti P/E sono alti e in salita. … Leggi tutto “Benvenuti nella Bolla di Tutto!”

Discussion sympa avec Matthieu de Generation Do It Yourself sur COVID, l’economie, les startups Pour ce 11ème épisode … Leggi tutto “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 … Leggi tutto “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 … Leggi tutto “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 … Leggi tutto “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. … Leggi tutto “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 … Leggi tutto “Technology and the Future of Work”

by Fabrice Grinda and Mike Lloyd Many people have been amazed at the support that Donald Trump has … Leggi tutto “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 … Leggi tutto “Macro perspective: The startup party is far from over!”