매크로, 암호화폐, 벤처 캐피털 등을 다루는 잭 팔리와의 놀라운 대화!
6월 25, 2024 · 35 min read
잭 팔리와의 대화가 정말 좋았습니다. 그가 요약한 내용은 다음과 같습니다. 2021년에 “모든 것이 거품”이라고 정확하게 말한 벤처 캐피탈(VC)의 … 더 보기 “매크로, 암호화폐, 벤처 캐피털 등을 다루는 잭 팔리와의 놀라운 대화!”
Macroeconomic Update: I remain significantly more bearish than consensus!
10월 5, 2023 · 5 minutes
Of late recessionary talk has cooled off. Jerome Powell and the Fed are no longer expecting a recession. … 더 보기 “Macroeconomic Update: I remain significantly more bearish than consensus!”
겨울이 다가오고 있습니다!
11월 18, 2022 · 8 minutes
저는 최근 거시적인 고려 사항에 대해 많은 고민을 하고 있습니다. 매크로가 마이크로보다 우선하는 시기가 있습니다. 이러한 순간에는 모든 … 더 보기 “겨울이 다가오고 있습니다!”
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
5월 9, 2022 · 2 minutes
I had the pleasure of chatting with Harry Stebbings of 20VC about the current macro environment. In this … 더 보기 “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”
위대한 미지의 세계
3월 11, 2022 · 10 minutes
1년 전, 저는 ‘ 모든 것의 거품에 오신 것을 환영합니다‘에서 느슨한 통화 정책과 재정 정책의 전례 없는 조합이 … 더 보기 “위대한 미지의 세계”
The Moaning 20s
4월 20, 2021 · 9 minutes
By Matias Barbero “No more …. masks. Everything open too. School opens this week — Thursday! Did you … 더 보기 “The Moaning 20s”
에브리씽 버블에 오신 것을 환영합니다!
2월 9, 2021 · 6 minutes
시장 광풍의 경고 신호는 도처에 있습니다. 주가수익비율은 계속 상승하고 있습니다. 비트코인은 1년 만에 300% 상승했습니다. 스팩 기업공개가 봇물처럼 … 더 보기 “에브리씽 버블에 오신 것을 환영합니다!”
COVID-19 – 11 Fabrice Grinda – Survivre : le seul KPI du moment
4월 24, 2020 · 2 minutes
Discussion sympa avec Matthieu de Generation Do It Yourself sur COVID, l’economie, les startups Pour ce 11ème épisode … 더 보기 “COVID-19 – 11 Fabrice Grinda – Survivre : le seul KPI du moment”
The global economy and its impact on startups in the time of COVID-19
3월 20, 2020 · 14 minutes
In February I suggested that the SARS-CoV-2 virus and the COVID-19 disease it causes may be the black … 더 보기 “The global economy and its impact on startups in the time of COVID-19”
COVID-19 may be the black swan that pushes the global economy into recession
2월 24, 2020 · 4 minutes
If there is one thing that businesses and individuals hate even more than bad news, it’s uncertainty. Even … 더 보기 “COVID-19 may be the black swan that pushes the global economy into recession”
Interview in Les Echos (in French): Tech will make the World a Better Place
10월 9, 2019 · 5 minutes
Two weeks ago, I had the pleasure of hosting a salon dinner with members of French Founders prior … 더 보기 “Interview in Les Echos (in French): Tech will make the World a Better Place”
We are lucky to be alive right now!
2월 20, 2017 · < 1 minute
In these fraught political times, it’s good to take a step back from the day to day minutia. … 더 보기 “We are lucky to be alive right now!”
Technology and the Future of Work
7월 11, 2016 · 5 minutes
Technological progress continues unabated. The astonishing rate of growth has fueled heated debates about implications on the future … 더 보기 “Technology and the Future of Work”
Donald Trump: The Startup Disrupting the GOP Establishment
3월 30, 2016 · 3 minutes
by Fabrice Grinda and Mike Lloyd Many people have been amazed at the support that Donald Trump has … 더 보기 “Donald Trump: The Startup Disrupting the GOP Establishment”
Macro perspective: The startup party is far from over!
12월 2, 2015 · 6 minutes
Hang around venture capitalists in Silicon Valley and a clear sense of fear pervades the air. The main … 더 보기 “Macro perspective: The startup party is far from over!”
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