Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media| The Big Picture
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • Trust in a Black Hat World: Investors and Advisors, on the state of markets, and the state of ETFs: You are on your own.…Read More| The Big Picture
Avert your eyes! My Sunday morning look at incompetency, corruption, and policy failures: • Déjà bubble: Can bubbles repeat? Bubbles might be especially likely to repeat today thanks to social media, which creates a hothouse environment for ideas to spread across the investor population. If we think of bitcoin investing as a virus, this virus can…Read More| The Big Picture
My back-to-work morning train WFH reads: • Institutional Investors See Resilience in Commercial Real Estate: While the industry is forever changed following the pandemic, portfolio managers expect a rebound ahead. (Chief Investment Officer) • Why Gen Xers and Millennials Are Giving More Money to Their Kids Than Baby Boomers: Older generations are afraid of losing…Read More| The Big Picture
This week, I speak with Charles Ellis, author and Founder of Greenwich Associates. Prior to founding Greenwich Associates in 1972, Charles worked with the Rockefeller family investments office and Donaldson, Lufkin, and Jenrette. Charley was appointed to the faculty of the Yale School of Management and twice to the Harvard Business School. He…Read More| The Big Picture
My end-of-week morning train WFH reads: • A.I. Is Changing How Silicon Valley Builds Start-Ups: Tech start-ups typically raised huge sums to hire armies of workers and grow fast. Now artificial intelligence tools are making workers more productive and spurring tales of “tiny team” success. (New York Times) • The Rower Turned Engineer Who Helped Make…Read More| The Big Picture
Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media| The Big Picture