Goldman Sachs’ 2025 Communacopia + Technology Conference: The Hidden Financial Currents Ignited by AI

Since its founding in the 1990s, Goldman Sachs’ Communacopia+Technology Conference has been regarded as a bellwether for the global TMT (technology, media, and telecommunications) industry. This year, held at The Palace Hotel in San Francisco, it brought together more than 260 companies and thousands of investors. I have attended many industry conferences before, but I … Continue reading Goldman Sachs’ 2025 Communacopia + Technology Conference: The Hidden Financial Currents Ignited by AI →

Right-Wing Cuts to Immigrant Welfare: My Economic and Civilizational Risk Assessment

In the midst of France’s political turmoil, I acknowledge the legitimacy of the right’s call for fiscal discipline, yet I’m deeply troubled. If a right-wing government makes “drastic cuts to welfare for Arab and African immigrants” its core strategy, this intuitive cost saving measure may seem decisive in the short term but risks triggering a … Continue reading Right-Wing Cuts to Immigrant Welfare: My Economic and Civilizational Risk Assessment →

From Freedom to Demography: How Europe Lost Sight of Its Own Promise

The more I think about it, the more I feel we are trapped in a “gaze” dilemma: policymakers look at aggregates, curves, and quarterly reports, yet fail to see the expressions on neighborhood streets, the processes inside factories, or the queues in schools and clinics. The EU’s original promise was the Four Freedoms, free movement … Continue reading From Freedom to Demography: How Europe Lost Sight of Its Own Promise →

What I See in Gold, Technological Reserves, and the Future of the Financial Order

I increasingly feel that we are standing at a historic turning point in global finance. Gold and digital assets are beginning to replace part of the dollar’s role, and the international reserve system is experiencing its deepest fracture in three decades. This is not just another market cycle. it is an irreversible transformation. The Return … Continue reading What I See in Gold, Technological Reserves, and the Future of the Financial Order →