Economic Analysis
Why is RiskHedge changing?
Editorial
May 20, 2019
Instead of the usual weekly essay, below you’ll find an interview between me and RiskHedge Editor-in-Chief Dan Steinhart. In it, we give you a “behind the scenes” look at an exciting change taking place at RiskHedge, and what it means for you.Takeaways from the SIC
Thoughts from the Frontline
May 17, 2019
There are these two young fish swimming along, and they happen to meet an older fish swimming the other way, who nods at them and says, “Morning, boys, how’s the water?” And the two young fish swim on for a bit, and then eventually one of them looks over at the other and goes, “What the hell is water?”
—David Foster Wallace, This Is Water
Your Pension May Be Monetized
Thoughts from the Frontline
May 10, 2019
One difficulty in analyzing our economic future is the sheer number of potential crises. When so much could go wrong (and really right, when the exponential technologies I foresee get here), it’s hard to isolate, let alone navigate, the real dangers. We are tempted to ignore them all. Ignoring them is usually the right response, too. We can “Muddle Through” almost anything.
The dumbest thing you can do with your money in 2019
Editorial
May 6, 2019
When was the last time you took a cab?Time to Change Strategy
Thoughts from the Frontline
May 3, 2019
My recent letters described what I think the future will look like. I hasten to add, it isn’t what I think the future should look like or what I want to see. Almost the entire developed world has painted itself into a corner.
The surefire way to make millions in America
Editorial
April 29, 2019
How much would you pay to make your kids happy?How I Learned to Love the Debt
Thoughts from the Frontline
April 26, 2019
The US, Europe, and most of the developed world on are the road to Japanification. Like I wrote last week, we will see financial repression, ever increasing deficits, slower growth, etc. Essentially, the rest of us will begin to look like Japan with its astronomical deficits and ultra-dovish monetary policy.
When a law is a lie
Editorial
April 22, 2019
There’s a big lie about disruption going around...The Rules Will Change but That’s (Probably) OK
Thoughts from the Frontline
April 19, 2019
“But the emperor has nothing at all on!” said a little child.
Two gorillas are fighting to disrupt your fridge
Editorial
April 15, 2019
The $1.5 trillion grocery market is about to be turned on its head...
