Podcast
Reverse Globalisation, Big Tech
and Chinese Tit for Tat...
Hiding in Gold
Beautiful Behaviour...
German Politics in Shambles
CDU, AfD and the future of Germany...
So you wannabe an investor?
And the formula for being a good investor
The AI boom/bust
Thoughts on the boom/bust 🔄 - Reflexive Bubble piece released from paywall.
Podcast
MBS Ambition = Crude Awakening
Where is Oil going and what will it affect? #OffshoreDrilling
Podcast
REVERSE laissez-faire is sinking China...
But is this stimulus going to do the trick?
Podcast
Thoughts on the Yen
Carry trades and confusions
Thoughts on the Crash and Broader Context.
August 5th, 2024
thoughts
Broken Markets
Thoughts on passive, turnover, options complex and the FOMO
Podcast
Testing out Moshi AI (new chatbot)
Philo speaking to an AI chatbot, worth a listen!
The Case for a Right Wing Europe
and its financial consequences