我喜歡我和 傑克·法利的談話。 以下是他的總結。 在 202 … 閱讀全文〈與傑克·法利（Jack Farley）的精彩對話，涵蓋宏觀，加密，風險投資等等！〉

Of late recessionary talk has cooled off. Jerome Powell and the Fed are no longer expecting a recession. The consensus is for the US to have a soft-landing allowing core … Continue reading “”

我最近一直在宏觀考慮。 在某些時期，宏觀勝過微觀。 在那些時 … 閱讀全文〈冬天來了！〉

I had the pleasure of chatting with Harry Stebbings of 20VC about the current macro environment. In this far ranging conversation we discuss why a recession is the most likely … Continue reading “”

一年前，在 《歡迎來到萬物泡沫》一書中，我指出，前所未有的寬 … 閱讀全文〈偉大的未知〉

By Matias Barbero “No more …. masks. Everything open too. School opens this week — Thursday! Did you ever? As if they couldn’t have waited till Monday!” With multiple vaccines … Continue reading “”

市場狂熱的警告信號無處不在。 市盈率居高不下，而且還在攀升。 … 閱讀全文〈歡迎來到 Everything Bubble！〉

Discussion sympa avec Matthieu de Generation Do It Yourself sur COVID, l’economie, les startups Pour ce 11ème épisode dédié aux entrepreneurs face à la crise du covid-19 (et deuxième réalisé … Continue reading “”

In February I suggested that the SARS-CoV-2 virus and the COVID-19 disease it causes may be the black swan that push the global economy into recession. I suggested that uncertainty … Continue reading “”

If there is one thing that businesses and individuals hate even more than bad news, it’s uncertainty. Even if you scour the literature and CDC releases (such as this latest … Continue reading “”

Two weeks ago, I had the pleasure of hosting a salon dinner with members of French Founders prior to giving a keynote on the state and future of technology. It … Continue reading “”

In these fraught political times, it’s good to take a step back from the day to day minutia. In the grand scheme of things, global quality of life has dramatically … Continue reading “”

Technological progress continues unabated. The astonishing rate of growth has fueled heated debates about implications on the future of labor and the nature of work. A decade ago, few would … Continue reading “”

by Fabrice Grinda and Mike Lloyd Many people have been amazed at the support that Donald Trump has been able to amass since he threw his red “Make America Great … Continue reading “”