The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
  1. My Two-for-Tuesday morning train WFH reads: • Return to Office Hits a Snag: Young Resisters A generation gap has emerged between them and

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  2.     My colleague Ben Carlson posted this insightful analysis showing why demographics make for a poor market forecasting tool. Ben runs

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  3. My back to work morning train WFH reads: • The Boss Wants You Back in the Office. Like, Now. Companies are starting to summon workers back,

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  4.      The transcript from this week’s, MiB: Brian Deese, NEC Director, is below. You can stream and download our full conversation,

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  5. Amazing video from the Wall Street Journal on how TikTok’s algorithm figures out your desires and sends you down the rabbit hole. They did

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  6. Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • More Variants Are Coming, and the U.S. Isn’t Ready to

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  7.    This week, we speak with Brian Deese, director of the National Economic Council under President Joe Biden, about the

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  8. The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat at the pool, and get ready for our longer-form weekend reads: • The

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  9. t’s a gorgeous Summer Friday, after a busy few weeks, and the weekend is beckoning. Does anyone really want to read me drone on about some

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  10. My end of week morning train WFH reads: • Bitcoin’s 50% Drop From Peak Hammers Crypto Loans, Derivatives The 2021 Bitcoin bubble is deflating and

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