Geninnov

Macro Policies

Tracking macro shifts in global power, trade dynamics, and policy-driven innovation.

October 12, 2025

In the World of No Ideological Policymaker

For investors fearing the reckoning, remember: the modern policymaker doesn’t cleanse; they curate belief to keep the system afloat.

September 7, 2025

Notionality of the Nominal Flood

A retro piece at the paradox powering this boom: immense nominal growth, including in spaces where real volumes falter

Of a World That Cannot Afford the Wealth Destruction Aftermath

The rising cost of equity (or falling valuations) is far more important than falling cost of risk-free debt

Articles on innovation

Our Latest Articles

A Personal Odyssey Through Samsung and TSMC

How Logicland and Memoryland traded places on the one axis that ever mattered, the presence of design, and what that quiet swap means for investors

A Chip of One's Own

Announcing a custom chip today means what "we do software" meant in 2000. Everyone's in. The real winners sit one layer removed from the builders.

Introducing GenInnov’s Proprietary Risk Management Tool

Innovation of our own: a GenAI tool to retire risk practices that force benchmark-hugging in long-only investing. Videos, simulation, formal papers