Crypto, macro, and why the intersection matters.

In-depth analysis through the lens of Late-Cycle Investment Theory: how technological maturity reshapes markets, institutions, and capital allocation.

Thoughts on financial markets and economics from Simplify's Chief Strategist

Geoeconomics and the dollar.

We're the FT's finance blog. If it's dumb, delightful or just weird and involves money we're probably interested in it.

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But This Time It’s Different is a publication on markets, technology, geopolitics, and institutions, with a focus on how complex systems are structured and where standard explanations break down.

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.