Spot Markets Live Transcript: 13/01/23
Cryptenders edition Izabella Kaminska10:58 Hello and welcome to this special crypto-themed edition of Spot Markets Live. Today’s show could be sponsored by anyone, but currently isn’t. That means we are free to talk about absolutely everyone. The advantages of sponsoring us are brand association with a geeky rabble of markets nerds but also a bit […]
Democracy Wars: Anacyclosis vs Accelerationism
A question I often get asked about anacyclosis, the ancient Greek theory of political change which the Blind Spot is a fan of, is how it differs to accelerationism. The latter is a provocative socio-economic and political theory that has gained traction on the internet in recent years due to its popularity with alt-right and […]
Spot Markets Live Transcript: 09/01/2023
Izabella Kaminska10:58 Happy New Year and welcome back to Spot Markets Live. With you as usual every Monday at 11am UK time. (Hopefully gearing up to more days a week if and when we get a sponsor.) Since we don’t yet, I will merely share with readers that I am currently enjoying a delightful Nespresso […]
In the Blind Spot (Initial Margins, Algos and Commodity Volatility)
The Blind Spot Wrap returns to a Friday publishing/Saturday mailing schedule this week. This edition of the Blind Spot Wrap was compiled by Izabella Kaminska. Business, Econ, Finance etc: Every 2023 investment outlook in one handy location. Base case: Western recession incoming. Work from home may be undermining wage growth. Citadel posts record revenues for […]
In the Blind Spot (What You Missed While You Were Holidaying)
This back-to-work edition of the Blind Spot Wrap offers a compilation of the most important stories you may have missed while you were holidaying, plus a review of the top news events that failed to get the media traction they deserved in 2022. We’ve also got a hindsight capital analysis from Ben Munster in Rome […]
One World, Two Systems
Trust Zoltan Pozsar of Credit Suisse to drop not one but two mega thought pieces on the future of the financial system in the Betwixmas period. The latest, dubbed War and Currency Statecraft, is particularly thought-provoking and resonates with my own thinking a lot. To explain the parallels I penned a Twitter thread earlier today, […]
Journalists Without Borders Need An Honour Code
The challenges facing media — notably fake news and growing pressure to limit free speech — will never be resolved by social media and publishing platforms applying highly subjective moderation and editing processes to speech and prose on their systems. The more they do so, the more they will drop their platform neutrality and become […]
Elon Won’t Save “Free Speech” by Buying Substack
Upon waking on Wednesday morning to find out that Elon was “open to the idea” of buying” Substack on Wednesday I felt somewhat compelled to air my views via the medium of a Twitter thread. Which I promptly did. Twitter threads, however, have their limitations, so I’m expanding on my thinking in long form by […]
In the Blind Spot (Merry Christmas!)
This edition of the Blind Spot Wrap was compiled by Izabella Kaminska. It’s short and sweet because, hey, it’s Christmas Eve – and who wants to read about finance when you should be baking biscuits and preparing herrings? We will be back after Christmas with our Year in Review – all the stories you didn’t […]
Leaked Lunch Show Notes: Nouriel Roubini
In this edition of Leaked Lunch Izabella Kaminska sits down with economist and author Nouriel Roubini for a modest “brunch” at the Ned in the heart of the City of London. The duo discuss Roubini’s new book “Mega Threats“, including its Malthusian themes, the global inflation outlook and how the crypto collapse is playing out. […]