The Right Amount of Fraud
Plus! Long-Termism, The Internet of Things and Abstractions, Games and Credit, Domestic Markets, 20%: The New 30%, Trickle-Down Monetary Policy, China’s Red Lines, Road Shows and Signaling
This week’s subscriber Q&A will be at 11:30am Eastern time on Friday the 11th. Our guest this week: Marc Rubinstein. We’ll be discussing fintech, Ant, banks, and more.
In this issue:
The Right Amount of Fraud
Long-Termism
The Internet of Things and Abstractions
Games and Credit
Domestic Markets
20%: The New 30%
Trickle-Down Monetary Policy
China’s Red Lines
Road …