Analysis of new books that help us understand the modern economy.
I teach investment at UC Berkeley and am co-author of The Rise of Carry. I co-founded Algert Coldiron Investors, a SF-based quant hedge fund and before that ran the European hedge fund business for Barclays Global Investors.
Thoughts on the post-singularity world. It's here. We are all about to live in it very soon.
Using data and research to understand what really makes a difference
Blending single stock, macro and thematic research into powerful bull and bear cases.