Categories

·

While Western capitals choke on fiscal haze and rising inflation, Korea and Taiwan are entering a historic, fully funded wealth boom and the markets have completely missed the memo.

·

The terms we coined, the arguments we keep making, and the questions we still brood over, collected in one place for anyone who walked in midway.

·

Memory makers are on course to be global villains; Seoul must master communication before it is too late

·

Why every tech CEO is flying east—and the trillion-dollar investing theme hiding behind their jets.

·

For decades, tech was the global economy’s most reliable disinflationary anchor. AI has snapped the chain and policymakers are unprepared for the fallout

·

It's an understandable piece: It's an honest audit of where I may be wrong

·

What markets miss when accidental winners arrive in low-inequality, lowly-indebted societies

·

A new inequality with massive, long-term geopolitical, economic, corporate, and social consequences

·

AI’s impact won’t be announced by a gradual S-curve. Using five indisputable priors, we arrive at five near-certain realities staring at us

·

Machines will not just change what we produce or consume. They will change what we argue about. Permanently.