Macro and Anti-Macro

How to think like an economist, and when not to.

Dear subscribers,

after a volatile week that’s capping a clear bearish market - as I warned you a month ago when the yield curve inverted (since then S&P is down 9%, NASDAQ down 15%), and then again two weeks ago with my bearish verdict - here’s something that some of you might find helpful in these uncertain times.

I get asked econ-related questions every day. Any topic really; from inflation and printing money to debts and budget deficits, from boom-bust cycles to comments on specific economic policies.

So I’ve decided to pull all those recurring questions together into a 5-day course on macro that has a goal of teaching people how to think like an economist, and when they shouldn’t.

The idea is to give you the same framework I use in understanding all things econ.

For example, what happens when the Fed raises rates? What happens when a yield curve inverts? Why does any of that matter? Can we secretly (!) print our way to prosperity? What triggers a recession? How to recognize market bubbles?

I want to make a course that will teach people where the traps are in thinking like an economist, how to move beyond them, why a lot of macro is BS, and why some of it is useful.

You’ll learn how to use all the most important economic toolkits, learn all of their deficiencies, and see how this might help you become a better investor, or at least to hedge risk exposure to your portfolio or your company.

The draft syllabus and more info about who this is for can be found here:

The early-bird special is $750 (down from $1,200), for an online cohort of around 50 people to start with. I’m going to run it via Maven twice a year, 5 days over two weeks, the first cohort starting in June.

If you're interested, please leave your info in this quick survey (takes 2-3 minutes):

[This is just an expression of interest, you are not committing to anything]