9 Comments
User's avatar
Sophie Dickgiesser's avatar

Great to see you back, we missed reading your pieces Flo.

Expand full comment
Nils Chrestin's avatar

Great to have you back! Thank you!

Expand full comment
James Fairbanks's avatar

Good to see you back Florian!

Expand full comment
rich beachboy's avatar

The Houthis and the Ukrainians may have paved the way, through AI drone warfare, for massive military-industrial-complex costs to fall and for military-industrial-complex unemployment to rise. After all, aircraft carriers ain't cheap, and maintaining standing armies can get somewhat expensive.

Expand full comment
richwin15's avatar

great to have you back! always appreciate your insight!

Expand full comment
Darin W's avatar

congrats on your new endeavor and please keep posting your thoughts on the markets…i find them invaluable!

Expand full comment
bryan321's avatar

Excellent concise and still brief reasoning while expressing your markets status evaluation-inspiring fresh view.

Expand full comment
Louis Philippe de S Bergeron's avatar

Great note as always!

Expand full comment
Gerry with a G's avatar

Great analysis. Great prediction about ai as an agent. I think igv will go much higher.

I hope you're right about ai and employment.

Expand full comment