Why Tech Armageddon Leads to Expanding Profit Margins
In case you didn’t know (and I didn’t) – US profit margins have been expanding sharply ever since Covid. Some central bankers, like Fed vice chair Brainard, have suggested this could be having a meaningful impact on inflation, meaning a narrowing in margins should do the opposite. The widening has cooled off a bit recently, […]
ALTIF Transcripts: The Last Days of Crypto
The sudden collapse of Sam Bankman Fried’s $16bn crypto trading empire has caused even the most bored of apes to sit up and take notice. Investors in these digital currencies have exhibited an incredible stoicism, soaking up their punishment and “HODL-ing” through past crypto collapses, but could this be the end of Satoshi’s children? Neil […]
How ASX Became the Biggest “Disproof of Concept” in the History of Fintech
I Dreamed a Dream of Instant Settlement We’d all agree that if I bought a pen from you for £10 in a verbal or electronic agreement and an hour later insisted on only paying you £9 because the market had moved lower – this would make me an incredible douchebag. The problem from the seller’s […]
The Israel-Lebanon Gas Deal Isn’t Over – But It’s In Danger
Another year, another Israeli election. This time, everyone’s favourite Israeli hard-right security freak Benjamin Netanyahu, a.k.a Bibi, is back. His Likud party and allied coalition members gained a solid majority of 64 in the most recent elections. Understandably, with Bibi’s election, much is at stake. But some say it’s the survival of the Israel-Lebanon gas […]
Leaked Lunch Show Notes: James Aitken
In this Leaked Lunch episode Izabella Kaminska meets with James Aitken, of Aitken Advisors, at French restaurant La Vacherin in Chiswick. James is one of the UK’s top financial liquidity and plumbing experts, advising up to one hundred of the most influential capital pools in the world. James gained his experience working for UBS and […]
ALTIF Transcripts: The Renewable Religion
As the world gathers at COP27 to demand further action on emissions, what role can wind and solar really play in helping us hit global temperature targets? A sceptical Michael Shellenberger, US author and environmental activist, talks to Neil and Jonathan about the renewable “religion”, the need for more nuclear and gas, and how much […]
The Decline and Fall of the FTX Empire
Some of the smartest bitcoin maxis joined Junseth (orange man) and me (token female) on the Blind Spot podcast last night to discuss the fallout from the SBF FTX collapse. We covered all the major conspiracy theories, including some of the more obscure ones involving Solana coin and Jump Trading. The show featured American Hodl […]
Spot Markets Live Transcript; 14/11/22
Today’s Spot Markets live session is with Anjuli Davies, formerly of the Telegraph and Reuters, Davies’ last posting was as Senior City Editor for the Telegraph, moving there from her role as Acting Chief UK Financial Correspondent for Reuters. Comments addressing audience statements are in bold. Izabella Kaminska 10:58 … Hello and welcome to Spot […]
Leaked Lunch with James Aitken
In the latest Leaked Lunch podcast, I am joined by James Aitken, one of the UK’s top experts on financial liquidity and plumbing and the man behind Aitken Advisors — a boutique research advisory that works with some of the world’s most sophisticated investors. James developed his deep understanding of collateral and repo markets at […]
Introducing 24 Hour Access For ALL Our Articles
Here at The Blind Spot, we’re trying our best to make this service even more accessible for our readers. We’re also conscious that not everybody has the inclination or ability to pay recurring monthly subscriptions, and would still like to read some of our subscriber-exclusive content. Therefore, readers of The Blind Spot will now have […]