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Curation of weekly selections – A distillation of the opinions that count!



Kenneth Rogoff
Filter: Category: ECONOMICS > Investing
  • ECONOMICS, Investing

    Patrick Sisson, "Self-storage: How warehouses for personal junk became a $38 billion industry"

    Curbed - 27 Mar 2018

    When we think about new industries or businesses enabled by the 4th Industrial Revolution, we tend to think about fancy techie activities like app developer or data analyst. There is one that is unrelated to tech and unglamorous but booming in the rich world: warehouses – a $38bn (relatively) new industry in the US, and one of the best investments in real estate (but a glut is coming). One in 11 Americans pays for space to store the material overflow of the American dream… (reads in 5-6 min). 

    Published in Weekly selection 31 March 2018

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  • Technology, Innovation, ECONOMICS, Investing

    Kat Manalac, "The nine types of startups Y Combinator thinks the world needs in 2018"

    Quartz - 6 Mar 2018

    This is a must-read to keep abreast of what’s going on in tech and innovation. Each year, Y Combinator reviews thousands of start-ups’ projects and funds a few hundred. One of its partners gives us a rundown of the nine ideas he’d choose to fund in the coming year: (1) Bricks and mortar 2.0; (2) Carbon-removal technology; (3) Cellular agriculture and clean meat; (4) Cleaner commodities; (5) Improving memory; (6) Longevity and anti-ageing; (7) Safeguards against fake video; (8) Supporting creators; (9) Voice-apps (reads in 5-7 min).

    Published in Weekly selection 9 March 2018

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  • ECONOMICS, Investing

    Mihir Desai, "Capitalism the Apple Way vs. Capitalism the Google Way"

    The Atlantic - 10 Jul 2017

    The Harvard Business School professor argues that whichever company’s vision prevails will shape the future of the economy. The argument boils down to the separation of ownership and control and to the “principal-agent” problem with dramatic implications for investors (reads in 5-7 min).

    Published in Weekly selection 14 July 2017

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