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The Silver Bullet | The Anti-Bubble Portfolio
What is financial repression? It is a set of policies resulting in savers earning returns below the rate of inflation...
29 September 2020
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The ECB and COVID-19: undoing asymmetry?
After an initially timid response to the outbreak of COVID-19 in Italy in February 2020, the ECB announced on March...
11 September 2020
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Has too-big-to-fail gone away? Or has it moved somewhere else?
In the aftermath of the 2008 global financial crisis, the G20 endorsed a number of reforms intended to make the...
4 September 2020
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The Silver Bullet | Boiling Frogs
“The lesson of history, then, is that even as institutions and policy makers improve, there will always be a temptation...
21 July 2020
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A sentiment analysis of tweets following the ECB governing council meeting
A well-known anecdotical characteristic of European integration is that different member countries hold a different perception of their central bank’s...
17 June 2020
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The Silver Bullet | Creative Destruction
“I’d like to share a revelation that I’ve had during my time here. It came to me when I tried...
1 June 2020
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Capitalism post Covid-19 – Alberto Gallo
The pandemic accelerates history. New economic and policy trends will change the way capitalism looks, and investing will need to...
20 May 2020
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The Silver Bullet | The Pandemic Revolution
History moves not in a line, but in tipping points. Investors often focus on the short-term business cycle, assuming the...
16 April 2020
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The Silver Bullet | Podcast: Credit Opportunities
"There are decades where nothing happens, and there are weeks where decades happen" - V. I. Lenin
10 April 2020
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The Silver Bullet | Nothing Left to Sell
“We are at war.”– Macron, President of France “If we start now, we can be ready for the next epidemic.”...
18 March 2020
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