Macroeconomic Update: I remain significantly more bearish than consensus!

October 5, 2023    ·    5 min read

Of late recessionary talk has cooled off. Jerome Powell and the Fed are no longer expecting a recession. … Continue reading “Macroeconomic Update: I remain significantly more bearish than consensus!”

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Winter is coming!

November 18, 2022    ·  10 minutes

I have been putting a lot of thought into macro considerations of late. There are time periods when … Continue reading “Winter is coming!”

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The Great Unknown

March 11, 2022    ·  13 minutes

A year ago, in Welcome to the Everything Bubble, I argued that an unprecedented combination of loose monetary … Continue reading “The Great Unknown”

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The Moaning 20s

April 20, 2021    ·  9 minutes

By Matias Barbero “No more …. masks. Everything open too. School opens this week — Thursday! Did you … Continue reading “The Moaning 20s”

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Welcome to the Everything Bubble!

February 9, 2021    ·  8 minutes

The warning signs of market mania are everywhere. P/E ratios are high and climbing. Bitcoin rose 300% in … Continue reading “Welcome to the Everything Bubble!”

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COVID-19 – 11 Fabrice Grinda – Survivre : le seul KPI du moment

April 24, 2020    ·  2 minutes

Discussion sympa avec Matthieu de Generation Do It Yourself sur COVID, l’economie, les startups Pour ce 11ème épisode … Continue reading “COVID-19 – 11 Fabrice Grinda – Survivre : le seul KPI du moment”

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The global economy and its impact on startups in the time of COVID-19

March 20, 2020    ·  14 minutes

In February I suggested that the SARS-CoV-2 virus and the COVID-19 disease it causes may be the black … Continue reading “The global economy and its impact on startups in the time of COVID-19”

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COVID-19 may be the black swan that pushes the global economy into recession

February 24, 2020    ·  4 minutes

If there is one thing that businesses and individuals hate even more than bad news, it’s uncertainty. Even … Continue reading “COVID-19 may be the black swan that pushes the global economy into recession”

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Interview in Les Echos (in French): Tech will make the World a Better Place

October 9, 2019    ·  5 minutes

Two weeks ago, I had the pleasure of hosting a salon dinner with members of French Founders prior … Continue reading “Interview in Les Echos (in French): Tech will make the World a Better Place”

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We are lucky to be alive right now!

February 20, 2017    ·  < 1 minute

In these fraught political times, it’s good to take a step back from the day to day minutia. … Continue reading “We are lucky to be alive right now!”

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Technology and the Future of Work

July 11, 2016    ·  5 minutes

Technological progress continues unabated. The astonishing rate of growth has fueled heated debates about implications on the future … Continue reading “Technology and the Future of Work”

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Donald Trump: The Startup Disrupting the GOP Establishment

March 30, 2016    ·  3 minutes

by Fabrice Grinda and Mike Lloyd Many people have been amazed at the support that Donald Trump has … Continue reading “Donald Trump: The Startup Disrupting the GOP Establishment”

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Macro perspective: The startup party is far from over!

December 2, 2015    ·  6 minutes

Hang around venture capitalists in Silicon Valley and a clear sense of fear pervades the air. The main … Continue reading “Macro perspective: The startup party is far from over!”

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Asset prices are more sensitive to very low interest rates than most suspect

May 26, 2015    ·  4 minutes

Global interest rates are now at historical lows. Conversely we are seeing record prices for asset prices be … Continue reading “Asset prices are more sensitive to very low interest rates than most suspect”

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