ET In Brief:

What Gang Aft Agley

By Rusty Guinn | January 19, 2019

We asset owners and allocators (rightfully) obsess about alignment, but too often that obsession becomes an outward one, motivated by our rights and entitlements instead of our ultimate best interest.

Read more

The Zeitgeist | 1.18.2019

By Rusty Guinn | January 18, 2019

Today it’s Morgan Stanley, the price of rice, Morgan Stanley, the art of AI and a bit more Morgan Stanley.

Read more

Modern Monetary Theory or: How I Learned to Stop Worrying and Love the National Debt

By Ben Hunt | January 17, 2019

Modern Monetary Theory is neither modern nor a theory. It’s a post hoc rationalization of politically expedient policy that makes us feel better about all the bad stuff we’ve done with money and debt in service to Team Elite.

And all the bad stuff we’re going to do in the future.

Read more