The Ideas Lab: New Ways To Understand Global Markets

Unanchored Central Bankers

Higher rates might not tame inflation

Sep 3 • Kevin Coldiron

5

3

August 2026

The “Anti-Volatility” Treasury Secretary

Is Bessent supporting carry trades by suppressing volatility?

Aug 27 • Kevin Coldiron

7

The "Pro Volatility" Fed Chair

Is the Warsh Fed starting to lean against carry trades?

Aug 9 • Kevin Coldiron

10

3

Recessions

Does the "business cycle" really exist?

Aug 4 • Kevin Coldiron

3

June 2026

The Space Economy

Is the SpaceX IPO just the tip of the asteroid?

Jun 1 • Kevin Coldiron

5

May 2026

How Africa Works

The misunderstood economics of the world's last development frontier.

May 1 • Kevin Coldiron

5

April 2026

Genesis

The cycle of creation enters a new phase

Apr 1 • Kevin Coldiron

8

1

February 2026

The Aquarius Economy

The road to a new age of Artificial General Intelligence is littered with blockers...and opportunities.

Feb 2 • Kevin Coldiron

6

2

1

January 2026

A New Year's Wish

In 2026, read FICTION too

Jan 1 • Kevin Coldiron

5

9

December 2025

The Land Trap

The world's oldest asset rests at the heart of the modern economy

Dec 1, 2025 • Kevin Coldiron

6

November 2025

US Dollar Stablecoins Are A Dual Threat To China

If successful USD stablecoins could undermine China's monetary sovereignty and political power of the CCP.

Nov 1, 2025 • Kevin Coldiron

5

October 2025

Mindmasters

Targeted algorithms can influence our thoughts, feelings and behaviors.

Oct 1, 2025 • Kevin Coldiron

5