The Ideas Lab: New Ways To Understand Global Markets
kevincoldiron.skystack.xyz
The Ideas Lab: New Ways To Understand Global Markets
@kevincoldiron.skystack.xyz
New books that help us understand the modern economy.


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The Aquarius Economy • The road to a new age of Artificial General Intelligence is littered with blockers...and opportunities.
The Aquarius Economy
The road to a new age of Artificial General Intelligence is littered with blockers...and opportunities.
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
A New Year's Wish • In 2026, read FICTION too
A New Year's Wish
In 2026, read FICTION too
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
The Land Trap • The world's oldest asset rests at the heart of the modern economy
The Land Trap
The world's oldest asset rests at the heart of the modern economy
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
US Dollar Stablecoins Are A Dual Threat To China
US Dollar Stablecoins Are A Dual Threat To China
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
Mindmasters • Targeted algorithms can influence our thoughts, feelings and behaviors.
Mindmasters
Targeted algorithms can influence our thoughts, feelings and behaviors.
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
Hate The Game • How to navigate life's trickiest questions
Hate The Game
How to navigate life's trickiest questions
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
MEGA: Is Trump Making Europe Great Again?
MEGA: Is Trump Making Europe Great Again?
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
Our Dollar, Your Problem • TINA for now, but not forever
Our Dollar, Your Problem
TINA for now, but not forever
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
Monetary Policy As if Democracy Matters • Is it time to end central bank independence?
Monetary Policy As if Democracy Matters
Is it time to end central bank independence?
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
Chokepoints • Can the economy succeed when all its relationships are negotiating chips?
Chokepoints
Can the economy succeed when all its relationships are negotiating chips?
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
Democratizing Our Data • We need a new system for understanding the economy
Democratizing Our Data
We need a new system for understanding the economy
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
Inflation and Democracy • Now, as always, tied at the hip
Inflation and Democracy
Now, as always, tied at the hip
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
Why This Market Looks More "Dotcom" than "GFC" • Some thoughts from a week in the volatility rabbit hole
Why This Market Looks More "Dotcom" than "GFC"
Some thoughts from a week in the volatility rabbit hole
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
Money In The 21st Century • Digital money is coming...and it won't be Bitcoin
Money In The 21st Century
Digital money is coming...and it won't be Bitcoin
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
The War Below • Green energy needs mines - where should they be?
The War Below
Green energy needs mines - where should they be?
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
The S&P 500 Carry Trade • The world is talking about carry trades, but missing the elephant in the room.
The S&P 500 Carry Trade
The world is talking about carry trades, but missing the elephant in the room.
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
Are High Interest Rates The New Normal? • A framework for thinking about how structural forces will impact bond yields
Are High Interest Rates The New Normal?
A framework for thinking about how structural forces will impact bond yields
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
Supercommunicators • Tapping into our instinct for connection
Supercommunicators
Tapping into our instinct for connection
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM
The New World Economy in Five Trends • A framework for understanding the future
The New World Economy in Five Trends
A framework for understanding the future
kevincoldiron.substack.com
February 2, 2026 at 1:51 AM