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Fallacy Alarm
High conviction concentrated growth investing combining research on innovation platforms, demography, macroeconomics and economic history.
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Butterbeer Crisis on Dearth!
Listen now | A short story on shortages, inflation and economic finetuning.
Sep 27, 2022
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Butterbeer Crisis on Dearth!
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Sep'22 FOMC Digest
Listen now | I read Powell's transcript. It appears he has lost his mind. And with him mainstream finance collectively.
Sep 25, 2022
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Sep'22 FOMC Digest
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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…
Sep 18, 2022
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What's the Score between Transitionistas and Inflationistas (podcast version)
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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…
Sep 14, 2022
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The Demographic Deflation Bomb is ticking (podcast version)
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From BioPharma to Industrial Biotech (podcast version)
Listen now | If Amgen and Genentech had a love child, it could be Amyris
Sep 7, 2022
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From BioPharma to Industrial Biotech (podcast version)
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Lessons from The Great Inflation for Today (podcast version)
Listen now (17 mins) | Learn about the rise and fall of the Economic Finetuners, the convergence of inflationary pressures and their impacts on asset…
Aug 25, 2022
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Lessons from The Great Inflation for Today (podcast version)
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Fallacy Alarm
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