September 2, 2021
The Silver Bullet | China’s Long-Term Game
Download “This guy wants to tell me we’re living in a community? Don’t make me laugh! I’m livin’ in America,...
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July 2, 2021
The Silver Bullet | Last Dance in Paradise City
“When the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing,...
Keep readingMay 5, 2021
The Silver Bullet | Dog Money
Inflation’s higher than your bond ratesThat’s what I was fearingSo your savings accountIs slowly disappearing Dogecoin Rap, Remy, 2021 One...
Keep readingMarch 16, 2021
The Silver Bullet | A World Without Safe Havens
You say you want a revolutionWell, you knowWe all want to change the worldYou tell me that it’s evolutionWell, you...
Keep readingFebruary 4, 2021
The Silver Bullet | Brave New World
The pandemic has put humanity at a crossroads. One way leads to a more sustainable economy where the gains from...
Keep readingDecember 2, 2020
The Silver Bullet | The New Bond Vigilantes
Policymakers are hitting Covid with a triple punch: the upcoming vaccine, super-low interest rates and record-high fiscal stimulus. Risk assets...
Keep readingSeptember 29, 2020
The Silver Bullet | The Anti-Bubble Portfolio
What is financial repression? It is a set of policies resulting in savers earning returns below the rate of inflation...
Keep readingJuly 21, 2020
The Silver Bullet | Boiling Frogs
“The lesson of history, then, is that even as institutions and policy makers improve, there will always be a temptation...
Keep readingJune 1, 2020
The Silver Bullet | Creative Destruction
“I’d like to share a revelation that I’ve had during my time here. It came to me when I tried...
Keep readingApril 16, 2020
The Silver Bullet | The Pandemic Revolution
History moves not in a line, but in tipping points. Investors often focus on the short-term business cycle, assuming the...
Keep readingApril 10, 2020
The Silver Bullet | Podcast: Credit Opportunities
"There are decades where nothing happens, and there are weeks where decades happen" - V. I. Lenin
Keep readingMarch 18, 2020
The Silver Bullet | Nothing Left to Sell
“We are at war.”– Macron, President of France “If we start now, we can be ready for the next epidemic.”...
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