The Great Depression was such a massive event it’s hard to see that ever happening again.
Macro/Econ
Everything You Need to Know About Recessions
How you should think about recessions in the context of your portfolio.
World War II: The Economic Anomaly
How World War II changed the economic landscape.
Why “The Economy” is Still Relatively New
The modern financial system is still in its infancy in many ways. This is why making historical comparisons between now and even 100 years ago or so becomes difficult. Things have changed rapidly in terms of the maturity, size, and scale of the economy. In this piece I wrote for Fortune, I look at this…
Can We Talk Ourselves Into a Recession?
Narratives often drive the economy but figuring out the prevailing narrative has never been harder.
Re-Framing the Next Downturn
It feels like people have been worried about the next recession every day since the last one was over. I get it. Recessions aren’t fun. But you can’t constantly remain in the fetal position simply because you know the economy and markets eventually have a downside. Here’s a piece I wrote for Fortune to provide…
Will Millennials Get Destroyed During the Next Recession?
I would be more worried about baby boomers during the next recession than millennials.
Investing in a Negative Interest Rate World
How should investors think about investing in a negative interest rate environment?
Re-Kindled: Superforecasting
Michael and Ben review the lessons from Superforecasting by Philip Tetlock.
A Short History of Fed Rate Cuts
A history of Fed interest rate cuts since 1960.
