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From the Financial Crisis of 2008, to the Covid crash and subsequent run up, rampant inflation, geopolitical turmoil... the decade-long run of the FAANG trade, and more…
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Thoughts from the Frontline
Knowns and Unknowns
Everywhere I go, people ask me what’s next for the economy. My answer depends on what they mean by “next.” Anything can happen next month. I’m much more confident about what we’ll see over the next 5-7-10 years: a painful debt crisis, a “Great Reset” and then a much brighter future as the economy normalizes and new technologies boost productivity and living standards.
07
Nov
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