Conversation

Poll: To what extent are you shorting the zeitgeist as a temporary weirding of say less than 10 years, versus going long on it as a new normal? What's your temporary weirding (TW)/new normal (NN) hedge ratio?
  • 100% TW, will end in <10y
    9.2%
  • 75% TW, 25% NN
    26.6%
  • 25% TW, 75% NN
    39.3%
  • 100% NN, permanent
    24.9%
369 votesFinal results
Replying to
Networks will grow to disrupt & quantize value. The natural inst. response is to consolidate value & invest heavily in gatekeeping. We see it in sovereign boundaries, vert-integrated mega-corporations, media IP consolidation, tech “curated” media narrative feedback loop, etc.
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