View from the Peak
Paul KrakeGlobal Investment Landscape
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 60 | Founded | 5 years ago | Last Issue | a month ago |
| Active | |||||
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viewfromthepeak.substack.comLatest Issues
The Lucas Tree - The Case for Owning Everything Else
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To understand what is happening to hyperscaler valuations, and why it matters so much for how investors should position themselves, it helps to start with a concept from academic finance that rarely makes it into investment c...
The Rise and Fall of American Growth - A Book Review
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There is a test every economics book eventually faces: whether anyone still thinks about it ten years after publication. Thinking, Fast and Slow by Daniel Kahneman instantly comes to mind. The Rise and Fall of American Growth...
King of Kings - A Book Review
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On February 1, 1979, the Ayatollah Khomeini stepped off a plane in Tehran after fourteen years in exile and went straight to a cemetery. Behesht-e Zahra, the martyrs’ cemetery, was his first stop on Iranian soil, and the spee...
Zbig: The Life of Zbigniew Brzezinski, America's Cold War Prophet - A Book Review
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In 1997, Zbigniew Brzezinski published The Grand Chessboard: American Primacy and Its Geostrategic Imperatives. In it, he wrote: “Potentially the most dangerous scenario would be a grand coalition of China, Russia, and perhap...
Going Nuclear: How the Atom Will Save the World — A Book Review
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There’s something uniquely satisfying about a book written by someone who has absolutely no interest in leaving their niche. Not to broaden the audience, not to soften the edges for commercial appeal, but to share an obsessio...
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Writing my first book: Reframing - Prosperity in the AI Economy.
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