Here are some things I think I am thinking about: 1) The 3 Most Important Charts Today We posted a new 3 Minute Macro video about the three most important [ … ]

Here are some things I think I am thinking about: 1) 2023, the Year of Disinflation? In my annual outlook I said that 2023 was going to be the year [ … ]

Here are some of my favorite posts from 2022. It was a busy year with my young kids so I didn’t write as much as I had hoped, but one [ … ]

Here is our 2023 investment outlook. I did this a little differently this year by providing a scenario analysis with different probability distributions. I think this is a much better [ … ]

By the age of 30 I was financially independent. My business was self sustaining, I enjoyed my work immensely and no one could tell me what to do. I wrote [ … ]

Here’s a new edition of 3 Minute Macro on the topic of Eurodollars. Eurodollars are a somewhat opaque part of the financial world, but have become increasingly important in the [ … ]

Here are some things I think I am thinking about: Housing, housing, housing. If I had to distill my current macro outlook down into a sentence or two it would [ … ]

I joined Nik Bhattia on the Bitcoin Layer podcast to discuss the outlook for the macroeconomy in 2023. This interview includes: 1) The general economic outlook for 2023 2) Why [ … ]

1) SBF, FTX, WTF. The big story of the week remains Sam Bankman-Fried and the collapse of crypto exchange FTX. I haven’t written much about this topic because, well, crypto [ … ]