Ideas & Capital

Macro, markets, and geopolitics — through the lens of history and ideas.

By Arthur Valle

· Launched 6 months ago

How AI Will Steal Our Free Will

Why AI may become the largest inception experiment in human history

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The New Prometheus

What the French Revolution tells us about artificial intelligence

May 26•Arthur Valle, CFA

Why Lula Will Lose the Brazilian Presidential Election

Bolsonaristas and Lulistas are locked in. Margins are thin. The independent voters will decide this election.

Apr 23•Arthur Valle, CFA

Iran, Brazil and My Polymarket Bets

Skin in the game — or put your money where your mouth is

Mar 30•Arthur Valle, CFA

Happiness — Or the Lack of It

From Plato to Instagram: Desire and Happiness in a World of Lack

Mar 19•Arthur Valle, CFA

S&P 500 Concentration, AI, and the Reflexive Nature of Markets

The interaction between market concentration, passive investing, and the American “exorbitant privilege”

Mar 17•Arthur Valle, CFA

The Righteous Mind, Political Polarization, and the Rise of Populism

How moral psychology helps explain political polarization and the rise of modern populism

Mar 17•Arthur Valle, CFA

The Road to Serfdom and the Rise of American State Capitalism

Hayek’s ideas through the lens of modern America

Mar 17•Arthur Valle, CFA

The AI Boom and the Risk of Market Euphoria

Speculation, leverage, and the economics of technological hype

Mar 17•Arthur Valle, CFA

O S&P 500 é realmente diversificado?

Concentração, AI e o “privilégio exorbitante” americano

Mar 5•Arthur Valle, CFA

Ideas & Capital

Macro, markets, and geopolitics — through the lens of history and ideas.