Outside the Box, January 2018

A Decade of Dirtnap

January 31, 2018

In today’s Outside the Box, we finish up our 8-part Strategic Investment Conference Speaker Series. It’s been quite a ride and I hope you’ve enjoyed Mark Yusko’s letter to fellow investors… George Friedman’s big call on the future of the EU… Niall Ferguson’s take on the “antisocial networks”… Grant Williams’ treatise on the consequences of excessive quantitative easing… Louis Gave’s thoughtful questions for 2018… David McWilliams’ lesson from history on speculative behavior… and Lacy Hunt’s...

Hoisington Quarterly Review and Outlook

January 24, 2018

We continue our 8-part SIC Speaker Series today with my good friend Lacy Hunt of Hoisington Investment Management. In their fourth-quarter 2017 review and outlook, Lacy and partner Van Hoisington take a definitely contrarian stance on the coming year.

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The Seven Deadly Sins

January 17, 2018

It’s week 6 of our 8-week SIC Speaker Series, and we have with us David McWilliams, Irish economist, author, and broadcaster, who I first met when, on the first evening of my first-ever trip to Ireland in 2011, he invited me to attend the opening night of a classic and much-loved Irish play by Sean O’Casey, at the Abbey Theatre in Dublin (also known as the National Theatre of Ireland). I learned that the year before David had staged his own one-man show at the Abbey, called Outsiders. It had a...

Questions for the Coming Year

January 10, 2018

Today, in week 5 of our 8-week SIC Speaker Series, I give you Louis-Vincent Gave, the Hong Kong-based CEO and founding partner of Gavekal. Louis always brings an abundance of fresh, actionable insights to the Strategic Investment Conference, and you’ll get a taste of what’s in store as Louis shares his “Questions for the Coming Year” with us in today’s Outside the Box.

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Grant Williams on Peak Easing

January 3, 2018

Grant Williams is the inimitable creator of Things That Make You Go Hmmm…, a weekly tour de force production that Grant authors, illustrates, and assembles. He opens each week with a long, probing, and often wryly humorous essay and then moves on to selections from and commentary on the week’s leading global macro stories.

No one does it like Grant, and so this week he’s the fourth in our Outside the Box series of eight speakers who will be among the (many!) headliners at my upcoming Strategic...