Tag Archives: cycles

On the Cycles of Change Radio Show with David Katzmire

It is unusual to have an in-depth conversation on cycle theory, but Katzmire knows his stuff and asks the right questions. In this discussion, we talk about unexpected opportunities, social trends, and developing a great investment strategy.

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Closing the Loop on Supercycles

Just finished reading Supercycles by Arun Motianey, a former market strategist at Citigroup Wealth Management.    There is some interesting stuff here… Supercycles is a bit of a TOE (Theory of Everything) for the macro-economy.  It does a nice job of … Continue reading

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