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10 Years On - The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media

United statesNew yorkNewport beachPatrick haleyColleen parkerTony dina isolaBig bearJoey fishmanJonathan novyBrian rosenErika mauroHenry blodgetAnna chaikenTd ameritradeNew york timesBailout nation

The Hype Cycle, Expertise & Dunning Kruger

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media

Tim buckleyMichael dellJohn godfrey saxeDunning krugerBlind menJohn godfreyGartner hype cycleSocial mediaReformed broker

10 Friday Reads - The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media

New yorkUnited statesCoted ivoireSam bankmanDavidz morrisLuis berrugaDonald trumpAnthony bourdainElizabeth holmesNew york timesFinancial timesSam bankman friedReformed brokerAccident sam bankman friedChief insights columnist davidSecret genius

When Narratives Collapse - The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media

Sam bankmanAlameda researchRed waveInevitable triumphGlamour of sam bankman fried joshuaReformed brokerInvesting pros were such suckersNarrative failsNon modeled narrative story tellers

10 Tuesday AM Reads - The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media

New yorkUnited statesJack dorseyElon muskJohn bogleEric balchunasKathy hochulNew york timesOffice workWashington postKewsong lee as carlyle groupGenerational struggleWall street theKewsong leeCarlyle groupMusk twitter trial

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