Macroeconomics — Thought

Posts in Macroeconomics

Stockholm 2024

Attending the Redeye Serial Acquirer Conference.

Longriver, Investing, Companies, MacroeconomicsGraham Rhodes15 March 2024Sweden, AddTech, AddLife, Lagercrantz, Lifco, Roko, Bergman & Beving, Instalco, Serial Acquirers, Embracer

Kweichow Moutai: Impeccable Pedigree

Visiting the home of China’s legendary liquor.

Macroeconomics, Companies, AnalysisGraham Rhodes15 December 2023China, Baijiu, Kweichow Moutai, Wuliangye, Diageo

Podcast: Ethan Robertson

Chinese NEVs Cambrian Explosion.

Companies, MacroeconomicsGraham Rhodes3 November 2023China, Tesla, Electric Vehicles, BYD, Nio, Li Auto, Xpeng, Volkswagen, Baidu, Huawei

Podcast: Daan Steenkamp

Supply-side Shocks + Machine Learning in Economic Forecasting

Macroeconomics, PodcastsGraham Rhodes16 October 2022South Africa, Public Service, Macroeconomics, Machine Learning

Druckenmiller at Sohn 2022

On markets, managing yourself and what moves securities.

Gurus, Investing, MacroeconomicsGraham Rhodes14 June 2022Stanley Druckenmiller, Trading

2H21 Letter

Why invest in China?

Investing, Longriver, Companies, MacroeconomicsGraham Rhodes16 January 2022China, Tencent, Longriver

John M. Barry: 'The Great Influenza'

Notes from a history of the 1918-1920 pandemic.

MacroeconomicsGraham Rhodes17 March 2020COVID

"The Prospects for Value Investing in China", by Li Lu

Gurus, MacroeconomicsGraham Rhodes15 March 2017Li Lu, China, History, Value Investing, Ethics