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Entrepreneur and founder of Blueprint. Publishes a detailed, freely available longevity protocol documenting the food, supplements, devices and measurements he uses on himself.

• There is hyperventilation about AI right now. Some say the worry is overblown and others are convinced we’re doomed. Regardless of the rhetoric, there won’t be any slowing down. The monetary, political and security game dynamics guarantee that. It’s a race to get there first and there is no stopping it. How we build safety, whether we regulate, and how we cooperate will be a dynamic, unpredictable process. I applaud all who are in the arena doing their best to exercise their best judgment. Humanity is going to do its thing and…wing it. Where does that leave us? So what do we mortals do? Where…

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Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.

• The fact that people still care about 25 basis points is evidence that they don’t yet appreciate the depth of the fiscal dominance we are in. Anyway, have a nice weekend.

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Writer and former McKinsey/BCG strategy consultant; author of The Pathless Path and Good Work, about leaving the default career track. Publishes the Boundless newsletter and podcast.

• plenty of people do it - im friends with many most are thriving and getting paid handsomely in non-monetary ways
  Quoting@colejaczkoYou can do it, but you won't... You won't actually walk away from that $300k/yr job and live your dream. It takes a lot of nuts. Few.

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Co-founder and chief investment officer of Cambria Investment Management. He has written several books on quantitative asset allocation, blogs at Meb Faber Research and hosts The Meb Faber Show.

• .@RobinWigg on the dark matter of finance: "Repo in the US is like a $12 trillion market that nobody really knows about and understands." "Even monetary economists I know who spend their life on this say that anybody spends too much time looking at short term overnight interest rates goes a little bit mad eventually." "You can't always see it. Most people ignore it, but it actually explains the motion of celestial bodies to a huge degree." Listen: https://t.co/Ui5tjyavjZ Watch:

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Economist; former chief economist of the International Monetary Fund.

• It is indeed nitpicking, and the effect is a net decrease in demand, and a decrease in reserves. But, yes, I should have been more precise. The ECB indeed not selling, it is letting bonds mature and not buying new ones: this leads to a steady decline in ECB bond holdings and in reserves by the ECB. It intends to do so so long as banks do not come back to hold more reserves. The plan is that, when banks come back, this will determine the amount and the size of the balance sheet. Bottom line. The ECB is doing this for reasons which have nothing to do with fiscal policy. And this has nothing to…
  Quoting@itsthemchasers@kebabroyal_ @ojblanchard1 But sales would increase the float in times of higher issuance. His statement is simply wrong.

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Investing columnist for The Wall Street Journal and editor of the revised edition of Benjamin Graham's The Intelligent Investor.

• Live shot of Alexander Hamilton learning about U.S. fiscal policy today

  giphy.com

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Monetary economist known for NGDP-level targeting. Wrote TheMoneyIllusion until it closed in 2024 and now writes The Pursuit of Happiness.

• Our monetary Rube Goldberg device

  Endogenous money isn't what you think it is

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• John Cochrane on monetarism

  Plus a pushback against AI's unhealthy obsession with fiscal policy

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Monetary economist known for NGDP-level targeting. Wrote TheMoneyIllusion until it closed in 2024 and now writes The Pursuit of Happiness.

• Thoughts on inflation and monetary policy

  Be careful what you ask for

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Economist at the Hoover Institution; wrote The Fiscal Theory of the Price Level and blogs as The Grumpy Economist.

• Warsh's Challenges, Financial Regulation

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Economist at the Hoover Institution; wrote The Fiscal Theory of the Price Level and blogs as The Grumpy Economist.

• Warsh's Challenges: Monetary Policy (full version)

  This is an OpEd at the Washington Post. Their title: “How to protect the economy from the ghosts of 1979.” (Really 1951!) I posted an excerpt a month ago. Here is the full version.

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Founder of Terraform Industries and formerly a physicist at NASA's Jet Propulsion Laboratory; writes about energy, space and manufacturing.

• Australia will run an overt command economy by 2040

  Australia’s Fiscal Point of No Return Last September I wrote about Australian economic stagnation — how taxation past the Laffer curve’s point of peak growth, zero public sector productivity improvement since 2001, and…

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Economist; Ronald A. Kurtz Professor of Entrepreneurship at MIT Sloan, former chief economist of the International Monetary Fund, and co-author of 13 Bankers and Power and Progress.

• Episode Two of new podcast, Power and Consequences, with Gary Gensler: The Federal Reserve and Monetary Policy…

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• He’s Not the Worst Kevin

  The best available Fed endgame likely ends with confirming Kevin Warsh, but moderate senators should first keep pushing the administration to end DOJ interference in monetary policy.

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Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.

• Full Steam Ahead: All Aboard Fiscal Dominance

  This research piece on fiscal dominance in the United States was compiled and written by Sam Callahan, and commissioned and advised by Lyn Alden. Published: January 2025 Executive Summary • Structural fiscal deficits ha…

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