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Hypernormal Times

Jeremy McKeown
Tens of paid subscribers

Investing in a changing world requires maverick thinking. When old worlds break, mavericks forge new paths. This Substack chronicles our HyperNormality with posts and podcast interviews with Maverick entrepreneurs, investors and thinkers.

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Issues471Founded3 years agoLast Issue3 days ago
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Latest Issues

Managed Independence Everywhere

Scott Bessent has had a simple message for Tokyo. Raise rates, tighten spending, and America might help defend your currency. Overnight, the Bank of Japan did exactly what he asked, lifting its policy rate a quarter point to 1.25%, its fast...

3 days ago
7

Do What You Want

At his swearing-in five months ago, President Trump told Kevin Warsh to be “totally independent. Don’t look at me, don’t look at anybody. Just do your own thing and do a great job.” Yesterday, Warsh did exactly that, corralling all twelve r...

4 days ago
7

Hike By 50 And Get Ahead Of It

Dario Amodei didn’t just ask the industry to slow down. Reuters reports that he asked regulators for antitrust permission to let his rivals coordinate a slowdown. Without naming Anthropic, FTC Chairman Andrew Ferguson said everyone should b...

5 days ago
11
2

Gambling With Our Lives, Or The Stock Market

Sam Altman said the risk of human extinction from artificial intelligence was serious enough that companies and governments should act. His action is not to IPO OpenAI this year, which was an increasingly unlikely prospect in the first plac...

6 days ago
6
1

Protecting Your Portfolio in a Troubled World

The conversation I had a couple of weeks ago with John Polomy of Actionable Intelligence Alert picked up where we left off last time in the Soviet Union. It ended in some avocado orchards in California, and somehow made complete sense the w...

7 days ago
13
5

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  • Jeremy McKeown

    Long-time investing and markets professional Jeremy produces Hypernormal Times at the intersection of geopolitics, economics, and markets. The Hypernormal Report is a daily market update; Hypernormal Investing is a weekly podcast.

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