
Q4 2024
Point of View
Our perspective on issues affecting global markets.
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Article 1
December 31, 2024
What Keeps You Up At Night? Imagining The Next Recession For Fun And Profit
Even though a recession in the next six months is not our base case, we think it’s worth imagining the potential epicenters of the next downturn. Our top areas to watch include consumer durables, private credit, multi-family housing, and the AI “bubble.”
Article 2
December 31, 2024
What Ails Europe? A Former Central Banker Makes The Case To Rejuvenate The EU
Mario Draghi, former president of the European Central Bank, published his take on what’s holding Europe back and what steps it can implement to change its future. Is it all pie-in-the-sky theorizing, or could the suggestions, if implemented, help alter Europe’s economic trajectory? We explore.
Article 3
December 31, 2024
Way Mo’ Waymo: An Exploration of the Future Of Autonomous Mobility
A chance encounter with a driverless vehicle near our offices in downtown Los Angeles sparks an exploration into the revolutionary nature of autonomous driving machines.
Article 4
December 31, 2024
The Golden Age Of Music Is Upon Us
Critics lament that “music is getting worse” and that “artists can’t make money selling records.” Nonsense, we say. We live in the golden age of music, and the data backs us up.