Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York
I used to think that anyone who had a puppy must be in a permanent state of delirious happiness. Now that I have a puppy of my own, I realize I was right.
Weird that no one’s ever tried to spark a domestic manufacturing revival by destabilizing every single source of capital including private, public, domestic and international, before?
The absence of true price discovery in an increasingly financialized economy and the subsequent failure of the private sector to allocate capital in a manner that is productive and useful for societies.