17 connected korrents · 19 moments from 13 Mar 2021 to 1 Oct 2026. Nearly all of them are about inflation.
At the centre
More intelligent people tend to be better investors because of lower time-discounting, greater risk tolerance, and more accurate economic forecasts, not any single factor.
Last stated 13 Mar 2021 · 6 years ago
Holds
Gwern
Read this korrent →
-
Same subject: inflation
A company's staff-engineer bar should be set against the best companies in the industry rather than against its own history, which is what makes title inflation a real cost.
Last stated 1 Apr 2026 · 6 months ago
Holds
Thuan Pham
-
Same subject: inflation
An economy on a fixed, unprintable base money supply can sustain rapid long-run growth with zero cumulative price inflation.
Last stated 11 Mar 2026 · 7 months ago
Holds
Lyn Alden
-
Same subject: inflation
Cash welfare benefits contributed at least somewhat to the inflation of 2021-2022.
Last stated 25 Jul 2022 · 4 years ago
Holds
Noah Smith
-
Same subject: inflation
Central bank purchases of government bonds are not bailouts and do not automatically cause inflation, since they only change the composition of the consolidated government's liabilities, not their total.
Last stated 1 Jun 2022 · 4 years ago
Holds
Olivier Blanchard
-
Same subject: inflation
Central banks should hold inflation-protected bonds as primary assets
Last stated 1 Oct 2026 · a week ago
Holds
John H. Cochrane
-
Same subject: inflation
China's real exchange rate should appreciate through higher domestic inflation, not currency revaluation.
Last stated 1 Aug 2026 · 2 months ago
Holds
Andrew Batson
-
Same subject: inflation
Data centres had not raised the average American household's electricity bill as of 2025; inflation and the gas-price shock did.
Last stated 10 Oct 2025 · 12 months ago
Holds
Andy Masley
-
Same subject: inflation
Fuel price inflation is much higher in diesel-heavy farm states and may explain some surprisingly competitive Senate races.
Last stated 22 Sept 2026 · 2 weeks ago
Holds
Nate Silver
-
Same subject: investing
A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now.
Last stated 9 Dec 2025 · 10 months ago
Holds
Howard Marks
-
Same subject: investing
A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at.
Last stated 2 Jun 2026 · 4 months ago
Holds
Mark Pincus
-
Same subject: investing
A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement.
Last stated 21 Aug 2026 · 2 months ago
Holds
Ray Dalio
-
Same subject: stock market
Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund.
Last stated 20 Feb 2024 · 3 years ago
Holds
Bill Ackman
-
Same subject: stock market
An investor's starting point should be the portfolio that is best to hold independent of any tactical market view
Last stated 25 Aug 2026 · a month ago
Holds
Ray Dalio
Nick Maggiulli
-
Same subject: stock market
At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk.
Last stated 16 Jul 2025 · a year ago
Holds
Jamie Dimon
-
Same subject: venture capital
An investor who passes on a pitch they find truly novel will often still refer it to another investor, to get credit for having found it.
Last stated 5 Aug 2026 · 2 months ago
Holds
Zach Holman
-
Same subject: venture capital
Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same.
Last stated 3 Sept 2026 · a month ago
Holds
Paul Graham
-
Same subject: venture capital
If whatever is being done is done well enough, investors won't be needed at all.
Last stated 1 Sept 2026 · a month ago
Holds
Paul Graham