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Fallacy Alarm

Fallacy Alarm

High conviction concentrated growth investing combining research on innovation platforms, demography, macroeconomics and economic history.
New
Butterbeer Crisis on Dearth!
Listen now | A short story on shortages, inflation and economic finetuning.
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Fallacy Alarm
Sep'22 FOMC Digest
Listen now | I read Powell's transcript. It appears he has lost his mind. And with him mainstream finance collectively.
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Fallacy Alarm
6
What's the Score between Transitionistas and Inflationistas (podcast version)
Listen now | Cross reads on future inflation pressures based on most recent CPI print, money supply, yield curve, bank lending, business investment…
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Fallacy Alarm
The Demographic Deflation Bomb is ticking (podcast version)
Listen now | The eroding demographic base encourages the resumption of QE, will bring us back to a stagnating, low inflation environment & reward…
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Fallacy Alarm
From BioPharma to Industrial Biotech (podcast version)
Listen now | If Amgen and Genentech had a love child, it could be Amyris
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Fallacy Alarm
Lessons from The Great Inflation for Today (podcast version)
Listen now (17 min) | Learn about the rise and fall of the Economic Finetuners, the convergence of inflationary pressures and their impacts on asset…
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Fallacy Alarm
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