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Global Macro For Millennials

Long-form articles exploring “Global Macro” for millennials, by millennals. Covers discussion at the intersection of traditional finance + new digital economies. Written so our generation doesn’t wake up at retirement & realize the game we thought we were playing has changed.

De-globalisation, And the Evolution of the US dollar-based Operating System

De-globalisation, And the Evolution of the US dollar-based Operatin...

If the build up and popping of the short volatility bubble was “Act 1” revealed by COVID, then “Act 2” is the story of secular imbalances…
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Andrew W
May 17, 2020
Activist Central Banks, The Reach for Yield, and The Short Volatility Bubble

Activist Central Banks, The Reach for Yield, and The Short Volatili...

Writing this article amidst COVID, it’s convenient to blame the virus for the everything that’s happening in the markets. While COVID is a…
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Andrew W
Apr 11, 2020
Digital Assets: Perspectives From The 3 Bankers of Modern Money

Digital Assets: Perspectives From The 3 Bankers of Modern Money

We explore how crypto & digital assets fit into the broader-often misunderstood-narrative of Modern Money. Told from the lens of 3 bankers.
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Andrew W
Dec 24, 2019
All Roads Lead to Rome

All Roads Lead to Rome

Born from the depths of the 2008 Financial Crisis, Bitcoin tries to position itself as an alternative to existing currency and banking…
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Andrew W
May 22, 2019
Tokenization of Energy: Crypto Mining, Proof of Work & the Reinvention of Energy Financial Markets

Tokenization of Energy: Crypto Mining, Proof of Work & the Reinvent...

Proof of Work introduces new market-based incentives that can fundamentally change the economics of energy systems and markets
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Andrew W
Mar 16, 2019
The next FinTech: Global “Open Finance” Infrastructure

The next FinTech: Global “Open Finance” Infrastructure

“Open Finance “ — open-source financial services infrastructure built on public blockchains — may be the next major digitization narrative…
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Andrew W
Feb 11, 2019
Digital assets: A non-sovereign asset for wealth and asset managers?

Digital assets: A non-sovereign asset for wealth and asset managers?

Wealth and asset managers may benefit from developing a fundamental thesis for digital assets. This begins by understanding the difference…
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Andrew W
Nov 3, 2018
Digital Economies: Macro Narratives for Blockchain and Digital Assets

Digital Economies: Macro Narratives for Blockchain and Digital Assets

Since the introduction of Bitcoin, a lot of attention has gravitated towards the blockchain and cryptocurrency space. However, media…
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Andrew W
Aug 28, 2018
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