The journey of a thousand miles begins with one step - Lao Tzu
For current readers, and those that stumble upon the writings herein in the future, I have provided below a list key themes that form the basis of my analytical macro framework that will be elucidated in further writings. The goal is to get readers up to speed on how I think about the world and how we can prepare for, and take advantage of, the many opportunities nested inside each theme.
Core Macro themes for the next decade (not rank ordered)
Mainstream adoption and use of digital assets
Technological Innovation
De-Dollarization
Public Debt
Mercantilism
Geopolitical Conflict
Demographics
Renewed Social Contract
Resilience
Each of the broad categories above will be tagged so that readers can contextualize the development of my framework over time and follow.
Stay tuned.
