The Ideas Lab: New Ways To Understand Global Markets

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The US & China Stumble Into Accidental Conflict
How to repair a relationship damaged by false narratives
 • 
Kevin Coldiron
Homecoming
To paraphrase Eminem: localization is king, as we move toward a New World Order
 • 
Kevin Coldiron
March 2023
Is India Broken?
An endangered democracy produces GDP growth but is short 200 million jobs.
 • 
Kevin Coldiron
7
SVB Carry Crash Increases Deflation Risk...But Not For Long
Investors may get one more chance to buy inflation protection
 • 
Kevin Coldiron
January 2023
Overreach: How China Derailed Its Peaceful Rise
An outcome few wanted and perhaps only one man can change
 • 
Kevin Coldiron
December 2022
Chip War
The world's two most important companies and the irreplaceable product they combine to make
 • 
Kevin Coldiron
2
November 2022
The Money Revolution
Credit has overthrown capital, what does that mean for our future?
 • 
Kevin Coldiron
October 2022
The Best Investors Are Good Quitters
A former world poker world champion explains why we need to quit more and how to do it
 • 
Kevin Coldiron
September 2022
The Ancient Roots Of Wealth Inequality
A wonderful new book -- The Journey Of Humanity - uncovers the deep and surprising roots of modern economic performance.
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Kevin Coldiron
August 2022
Do Ultra-Low Rates Cause Ultra-Low Growth?
Without interest, there is no capital. Without capital, no capitalism.
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Kevin Coldiron
July 2022
Interest Rates Alone Are Not Enough To Manage The Economy; The Stock Market Matters Too.
Focusing on one thing is risky, just ask the Boston Celtics
 • 
Kevin Coldiron
Inequality Will Fall But Stopping Inflation Won't Be Easy
My latest Forbes article and interview with Manoj Pradhan explains why
 • 
Kevin Coldiron
© 2023 Kevin Coldiron
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