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Asset prices are more sensitive to very low interest rates than most suspect

maio 26, 2015    ·    4 min read

Global interest rates are now at historical lows. Conversely we are seeing record prices for asset prices be … Continue lendo “Asset prices are more sensitive to very low interest rates than most suspect”

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How Technology Could Help Fight Income Inequality

dezembro 11, 2014    ·  < 1 minute

I have had the pleasure of meeting professor Tyler Cowen a few times and always left my meetings … Continue lendo “How Technology Could Help Fight Income Inequality”

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LeWeb 2013 Interview of Arnaud Montebourg

dezembro 13, 2013    ·  2 minutes

Loic Lemeur asked Jeff Clavier and me to react to Arnaud Montebourg’s presentation at LeWeb and ask him … Continue lendo “LeWeb 2013 Interview of Arnaud Montebourg”

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No Limits to Growth

setembro 4, 2013    ·  < 1 minute

Over the course of the last few years I resolved the cognitive dissonance between my short term pessimism … Continue lendo “No Limits to Growth”

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Great speech on the five trends reshaping the global economy

maio 21, 2013    ·  < 1 minute

Dominic Barton, the managing director of McKinsey, recently gave an insightful speech at Stanford Business School. I encourage … Continue lendo “Great speech on the five trends reshaping the global economy”

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A economia: Um experimento de pensamento otimista

julho 13, 2012    ·  42 minutes

Nos últimos anos, o economista que existe em mim tem sido profundamente pessimista em relação ao destino econômico … Continue lendo “A economia: Um experimento de pensamento otimista”

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Is the Euro zone crisis by design?

março 15, 2012    ·  5 minutes

A few months ago, I started writing an analysis of our global economic situation that I wanted to … Continue lendo “Is the Euro zone crisis by design?”

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Must read article on America’s 21st century collapse!

outubro 20, 2011    ·  < 1 minute

I just came across this very well thought through article on everything that could go wrong for the … Continue lendo “Must read article on America’s 21st century collapse!”

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The Ultimate Startup: Creating a New Country

agosto 23, 2011    ·  3 minutes

My good friend Auren Hoffman posited that existing nation states would benefit from a little bit of creative … Continue lendo “The Ultimate Startup: Creating a New Country”

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Cameron Rules, Sarkozy Sucks!

junho 9, 2011    ·  3 minutes

Over the last two weeks I had the pleasure of attending the eG8 Summit in Paris at the … Continue lendo “Cameron Rules, Sarkozy Sucks!”

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Why India is behind China!

junho 7, 2011    ·  3 minutes

I recently wrote how the world is less globalized than we suspect it is and how we now … Continue lendo “Why India is behind China!”

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How to minimize human misery in recessions or the macroeconomic implications to hedonic adaptation

maio 16, 2011    ·  4 minutes

  As I was reading The Upside of Irrationality, Dan Ariely’s sequel to the brilliant Predictably Irrational, I … Continue lendo “How to minimize human misery in recessions or the macroeconomic implications to hedonic adaptation”

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Globalization is more fragile and less entrenched than you think!

abril 29, 2011    ·  < 1 minute

I was shocked that the statistics I came across in a recent article in The Economist which presented … Continue lendo “Globalization is more fragile and less entrenched than you think!”

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Summit Series Speech: The Pessimistic Optimist

maio 17, 2010    ·  4 minutes

I wanted to share with you something that has been on my mind lately as I have been … Continue lendo “Summit Series Speech: The Pessimistic Optimist”

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Mortgage modifications have done more harm than good

janeiro 3, 2010    ·  < 1 minute

I argued in a prior post that the best way to deal with a deflating bubble was not … Continue lendo “Mortgage modifications have done more harm than good”

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Cognitive dissonance be damned: I am a pessimistic optimist!

outubro 21, 2009    ·  6 minutes

Over the past few years I have often felt like Cassandra with my dire and pessimistic economic predictions. … Continue lendo “Cognitive dissonance be damned: I am a pessimistic optimist!”

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