Archive - The Ideas Lab: New Ways To Understand Global Markets

Inflation and Democracy

Now, as always, tied at the hip

Nov 21 •

October 2024

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 •

September 2024

Shocks, Crises and False Alarms

How to think through doom mongering predictions for the economy.

Sep 15 •

August 2024

July 2024

Are High Interest Rates The New Normal?

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

Jul 24 •

June 2024

Supercommunicators

Tapping into our instinct for connection

Jun 22 •

May 2024

The New World Economy in Five Trends

A framework for understanding the future

May 29 •

April 2024

Market Super Cycles

Are we still in a Bull Market or is the future Fat & Flat?

Apr 27 •

March 2024

The Right Kind Of Wrong

Intelligent failure is the key to success. Can we learn to embrace it?

Mar 26 •

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