The Taste Premium
Published on: 15/10/2026
Issue 53: As AI makes competent work free, knowing what’s worth doing becomes the most valuable human skill. Here’s why, and how to build it.
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The Doomer’s Dividend
Published on: 24/09/2026
Issue 52: AI labs warn of catastrophe and ask to slow the race. Follow the incentives, and the push for safety starts to look like regulatory capture.
Oh, Australia
Published on: 11/06/2026
Issue 47: The AI boom has split the world into two economies. Why Australia sits on the wrong side, and the policy choices keeping us there.
Compute’s 1983 Moment
Published on: 21/05/2026
Issue 46: CME is launching compute futures. The real question is who controls the benchmark underneath, and four camps are fighting for it.
The Forces Shaping Markets This Year
Published on: 15/01/2026
Issue 40: A macroeconomic and markets outlook for 2026, from growth, inflation and policy to AI, stocks, bonds, crypto, commodities and the key risks.