The Ideas Lab: New Ways To Understand Global Markets | Kevin Coldiron | Substack

Inflation and Democracy

Now, as always, tied at the hip

Nov 21 •

Background data for post on Volatility Regimes

Attached is a spreadsheet that contains the data I used to produce the graphs and tables in the post on volatility regimes.

Oct 31 •

Why This Market Looks More "Dotcom" than "GFC"

Some thoughts from a week in the volatility rabbit hole

Oct 30 •

Money In The 21st Century

Digital money is coming...and it won't be Bitcoin

Oct 21 •

Shocks, Crises and False Alarms

How to think through doom mongering predictions for the economy.

Sep 15 •

Green energy needs mines - where should they be?

Aug 21 •

The S&P 500 Carry Trade

The world is talking about carry trades, but missing the elephant in the room.

Aug 8 •

Are High Interest Rates The New Normal?

A framework for thinking about how structural forces will impact bond yields

Jul 24 •

The Ideas Lab: New Ways To Understand Global Markets

Analysis of new books that help us understand the modern economy.

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The Ideas Lab: New Ways To Understand Global Markets

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