Commodity-Linked Bonds
Plus! Subscriptions and Ads; Mini-Tenders; Twitter Debt; Anti-Disinfo-as-a-Service; Royalties and the Very Long Tail
Plus! Subscriptions and Ads; Mini-Tenders; Twitter Debt; Anti-Disinfo-as-a-Service; Royalties and the Very Long Tail
Plus! Convoy; Ideology and Returns; Food Halls; Transparency and the S-Curve; In Defense of Oil and Gas
Plus! Diff Jobs; Trappings of Success; Globalization and the Movies; AI & IP; AI & Religion; Innovator's Dilemma Epicycles
Superlinear, Techno-Optimism, Central Banks, Electricity Markets, Telecom, Returns, Trading
Plus! Shopping, Socially; War Finance; AI Detection: Complement or No?; IR-In-Chief; What a Deleveraging Cycle Looks Like
Plus! Networking and Weak Ties; Content and Distribution; Media and War; Full-Stack Advertising; Data Moats
Plus! Antitrust; Activist; AI Impacts; NFTs and Fungibility; Extend and Pretend
Plus! The Decline of Meme Stocks; Volatility; Lobbying as a Competitive Advantage; Goldman; "Name and Shame"; Diff Jobs
Bhutan, Espionage, Regulatory Capture, Art, Documents, Coordination, Missing Billionaires
Plus! Adani; OpenAI; Retail Investors; Data Businesses and Penn & Teller Marketing; Prime Brokers
Plus! Recurring Revenue; Disclosure and Alpha; Merger Waves; "Buy Again"; Uber and Logistics
Plus! Living and Dying by Game Theory; Password Economics; Tax Refunds and Platform Economics; Jocks and Range Restriction; The Vanishing Crypto Bailout Fund