The Unconventional Approach to Strategy and Analysis

Unlike traditional strategists or macroeconomists, you bring a very specific philosophical bend to the world of strategy and analysis. I mean, some of the greatest writers about have talents that are very odd with their experiences. So, we're going to get into specifics about secular bull and bear markets. What causes the zeitgeist that leads to bubbles? We'll talk about a bunch of really interesting things. And where the hell is that pesky recession that we've been waiting for for so long?