A lot is happening very quickly. The initial conditions at the onset of the pandemic — in domestic and international political economy — are quite germane. And the extraordinary scale, scope, and speed of the monetary and fiscal responses carry a slew of long-term consequences — some known, some unknown; some intended, some not so much. It’s all quite …
Tag Archives: Capital Markets
Globalization in the Age of American Primacy
A syllabus for an international political economy course I developed in 2016.
A Quick Take on Farhad Manjoo’s Piece About the Public / Private Market Conundrum
Farhad Manjoo has a thought-provoking piece on tech companies staying private. This is a dynamic that Benedict Anderson recently highlighted in an Andreessen Horowitz presentation on the state of U.S. Venture Capital / Tech Funding that deservedly generated a lot of buzz (see: US Tech Funding). Both are worth reading if you’re into these sorts …
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QE & Inequality
Why Quantitative Easing increased inequality, and we knew it would ex ante
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Entropy: The Defining Characteristic of Global Affairs
Markets are pricing for utopia but is tectonic change afoot?
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Vox on Millennials, Risk Aversion, Investing and Success in Life
OMG. Millennials are idiots. They put less than half of their savings in stocks. When they’re old, they’ll subsist on a cat food diet because they were terrible investors. Reading this article on Vox.com raised my blood pressure and left me baffled/speechless.1 Conor Sen (@conorsen) asked me why, so I’ve pulled together some thoughts on why …
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Mike Casey 