Pinboard (asterisk2a)
https://pinboard.in/u:asterisk2a/public/
recent bookmarks from asterisk2aRaghuram Rajan - One-on-One: an investigative interview - 44th St. Gallen Symposium - YouTube2015-09-14T22:55:17+00:00
https://www.youtube.com/watch?v=fxvtxhKEYic
asterisk2a> little domestic positive impact but spilled over much across the world! // consequences now seen (1) taper tantrum late 2014 & then summer 2015; china slow-down/equity crash & taper anticipation moves followed up by pulling money out of emerging/developing markets! financial market are divergent from domestic business market. cycles shifted apart slightly. investor, business, financial market & consumer confidence are not linked as tightly before! // financial markets are now global, business markets itself not as much! money can be pulled out digitally in an instance. // no net-positive 4 whole world. selfishness. long-run danger. unintended consequences, unknown unknowns. // global sub-optimal monetary policy // global system (monetary system) broke // uncertainty, unknown of taper. timing debate. game of chicken. volatility bc of lots of froth, distortion! // &! youtu.be/SZe3issLIb8]]>Raghuram Rajan BIS centralbanks hot-money currency-war currency debasement war GFC recovery monetary policy QE ZIRP NIRP excess reserves speculative bubbles reflate reflation economic history faultlines credit bubble BRIC 2015 emerging market Developing World western secular stagnation BOJ Abenomics PBOC globalization globalisation financial zombie banks savings glut business confidence investment USA UK Europe China asset allocation FOMO hunt for yield speculation Super Rich 1% property unconventional Fed BOE ECB inflation expectation targeting mandate deflationary deflation fiscal irrational exuberance panic hubris unknown unkown unintended consequences Taper book structural imbalance Impediments reserve fiat current account deficit trade stimulus Germany austerity dogma ideology credibility Career Politicians Pact Schuldenbremse transmission mechanism theory system complexity incomplete information shadow banking uncertainty volatility distortion repression governancehttps://pinboard.in/u:asterisk2a/b:f34f2d8b5d3e/The real truth about the 2008 financial crisis | Brian S. Wesbury | TEDxCountyLineRoad - YouTube2015-07-17T20:13:06+00:00
https://www.youtube.com/watch?v=RrFSO62p0jk
asterisk2aGFC economic history fractional reserve banking financial crisis monetary theory systemicrisk Greenspan-Put NIRP ZIRP negative real interest rate interestrate dot.com reflation reflate balance sheet recession deleveraging debtoverhang savings leverage alangreenspan greenspan Ben Bernanke benbernanke distortion housing market accounting too big to jail toobigtofail TBTF incentive speculative bubbles speculation hunt for yield asset allocation bubble TARP subprime QE stresstest timgeithner henrypaulson model damage macroeconomic policy fiscal paulvolcker complexity incomplete information business confidence consumer zombie banks mark-to-market Janet Yellenhttps://pinboard.in/u:asterisk2a/b:81e8b2c72401/Robert J. Shiller: "Are We Headed for Another Financial Crisis?" (final edition, as of MAR 8) - YouTube2015-07-15T22:21:53+00:00
https://www.youtube.com/watch?v=ed0TXsGN3wc
asterisk2aRobert Shiller financialcrisis GFC economic history book recovery ZIRP NIRP QE credit bubble equity property speculative bubbles speculation psychology confidence irrational exuberance animal spirit austerity Fiscal Pact Schuldenbremse ideology dogma model financial crisis housing market UK USA China Japan Richard Koo deflationary hunt for yield sustainable sustainability Richardkoo balance sheet recession deflation secular stagnation negative real interest rate Taper BOJ BOE Fed ECB sovereign debt monetary policy system stimulus unconventional transmission mechanism theory modern crony capitalism mainstreet.org mainstreet Wall Street exploitation uncertainty deleveraging savings business investment Sozialer Abstieg inequality income tax code capital gains fairness Software Is Eating The World consumer public productive personal underinvestment infrastructure socioeconomic status anxiety social zombie corporations banks Gesellschaft solidarity society soziologie sociology worry squeezed middle class precariouhttps://pinboard.in/u:asterisk2a/b:17fd7298d09d/Gillmor Gang: Money for Nothing - Gillmor Gang | TechCrunch TV2015-04-18T19:39:05+00:00
http://techcrunch.com/video/gillmor-gang-money-for-nothing/518774797/
asterisk2aSeed Round A traction hunt for yield ZIRP NIRP QE unintended consequences Silicon Valley asset bubble allocation behavioral finance bond bubbles equity demographic secular stagnation complexity growth Start-Up lesson advice pattern matching selection bias confirmation Unicorn Wall Street Private Mutual Fund Hedge Venture Capital savings glut productive investment business model Snapchat WhatsApp Instagram Slack Uber productivity output gap STEM Share Economy Services Industry Niedriglohnsektor incomplete information economic history marginal cost liquidity trap sovereign debt crisis zombie banks consumer corporations structural imbalance global imbalances faultlines Product/Market Fit value creation 1000 True Fans Core Product Proposition differentiate differentiationhttps://pinboard.in/u:asterisk2a/b:3d45b2d876e7/NEA Raises North Of $3B For Its New Fund | TechCrunch2015-04-15T17:30:47+00:00
http://techcrunch.com/2015/04/15/nea-raises-north-of-3b-for-its-new-fund/
asterisk2ahunt for yield ZIRP NIRP QE distortion incomplete information unintended consequences bond bubble equity Private growth round Mutual Fund Hedge Silicon Valley burn rate economic history savings glut productive investment Super Rich 1% Wall Street liquidity trap complexity recovery GFC speculative bubbles asset secular stagnation borderless flat world globalisation globalization Software Is Eating The output gap Western productivity STEM Robotics automation algorithm AI artificial intelligence marginal cost 3D printing augmented Share Economy Services Industry service monetary policy austerity IMF OECD debt sovereign crisis Gini coefficient inequality Career Politicians Makershttps://pinboard.in/u:asterisk2a/b:eabaead2c3cd/Inside Out London - The Great Property Race2015-04-15T15:01:42+00:00
http://www.bbc.co.uk/programmes/b0071mkv
asterisk2a> London-mania, speculation, ASIAN individual investors leave flats empty & sell them again after 12-18m after much appreciation of value. Buying just based on the prospect & not one stone put down or even speculating on green fields planning permission 5 years down the road. Insane. // &! Existing owners building owners are in a Millionaire Basement Wars - bbc.co.uk/programmes/b05r86yg // Think about all that money being invested long-term into productive investments (STEM) creating current & future opportunity. Lowering the output & productivity gap of UK! Once, a high rise is finished, there are no jobs there that generate tax income from revenue/profit generation - that of a worker or company of the 21st century.]]>speculative bubbles Super Rich 1% London Start-up Scene distortion ZIRP NIRP hunt for yield QE secular stagnation savings glut incomplete information economic history liquidity trap asset bubble Wall Street ASIA affordable housing property UK Betongold Beton Gold bond debt zombie corporations banks productive investment macroprudential policy BOE BOJ Private Equity symptom unintended consequences recovery productivity output gap STEM Future of Work Mobile Creatives Creative Makers short-term thinking view folly error No Representation Career Politicians borderless globalisation globalization flat world job creation research human progress Philosophy status anxiety superficialhttps://pinboard.in/u:asterisk2a/b:3148fffca448/Would you rather be a real millionaire or a paper billionaire? The psychology of unicorns and the toll on Q1 returns | PandoDaily2015-04-15T13:54:24+00:00
http://pando.com/2015/04/14/would-you-rather-be-a-real-millionaire-or-a-paper-billionaire-the-psychology-of-unicorns-and-the-toll-on-q1-returns/
asterisk2aPrivate Equity Hedge Fund Mutual growth round Venture Capital Silicon Valley Unicorn hunt for yield Sovereign Wealth distortion ZIRP NIRP QE bubble bond debt zombie corporations banks Super Cycle savings glut liquidity trap productive investment speculative bubbles Wall Street incomplete information market confirmation bias pattern matching recognition selection behavioral financehttps://pinboard.in/u:asterisk2a/b:7914d5d2121c/Josh Kopelman drops some knowledge on all you “private IPO-loving” unicorns | PandoDaily2015-04-08T10:21:38+00:00
http://pando.com/2015/04/06/josh-kopelman-drops-some-knowledge-on-all-you-private-ipo-loving-unicorns/
asterisk2aUnicorn growth round Venture Capital hunt for yield SPV distortion Wall Street QE ZIRP NIRP complexity unintended consequences incomplete information Silicon Valley IPO equity bubble bond savings glut productive investment private market disequilibriumhttps://pinboard.in/u:asterisk2a/b:29a1c777b3ce/Why 'secular stagnation' matters - BBC News2015-04-03T03:23:28+00:00
http://www.bbc.co.uk/news/business-32163541
asterisk2asecular stagnation Europe Japan economic history lost decade global imbalances rebalancing demographic bubble demographics demography immigration western world growth deleveraging balance sheet recession liquidity trap sovereign debt crisis Super Cycle bond QE monetization monetisation stagflation deflation deflationary zombie banks consumer austerity full employment Larry Summers Paul Krugman Ben Bernanke savings glut complexity incomplete information productivity output gap productive investment unintended consequences ZIRP NIRP hunt for yieldhttps://pinboard.in/u:asterisk2a/b:7a70d07b83e1/