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

Ultimamente, tenho pensado muito em considerações macro. Há períodos em que o macro supera o micro. Nesses momentos, … Continue lendo “O inverno está chegando!”

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

Há um ano, em Welcome to the Everything Bubble, argumentei que uma combinação sem precedentes de políticas monetárias … Continue lendo “O grande desconhecido”

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

Os sinais de alerta da mania do mercado estão por toda parte. Os índices P/L são altos e … Continue lendo “Bem-vindo ao Everything Bubble!”

Discussion sympa avec Matthieu de Generation Do It Yourself sur COVID, l’economie, les startups Pour ce 11ème épisode … Continue lendo “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 lendo “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 lendo “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 lendo “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 lendo “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 lendo “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 lendo “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 lendo “Macro perspective: The startup party is far from over!”