The Great Demographic Reversal:
AGEING SOCIETIES, WANING INEQUALITY, AND AN INFLATION REVIVAL
Charles Goodhardt, Manoj Pradham
Demography and globalization have been disinflationary forces for thirty years, This fascinating work by two Morgan Stanley alums provides a contrary view to my own deflationary thesis and investigates how changing labor supply conditions stand to alter the economic landscape in the generation ahead.
What Goes Up:
THE UNCENSORED HISTORY OF MODERN WALL STREET
Eric J. Weiner
I thought I had every book on Wall Street history ever written, and lo and behold my wife found me this little gem in a boutique East Hampton bookstore, and I could not put it down. Chapter by chapter looks at a plethora of major Wall Street characters over the last 75 years – it is a vivid reinforcement of why Wall Street is, for me, the most exciting place on earth.
On the House:
A WASHINGTON MEMOIR
John Boehner
So much fun you won’t be able to put it down. For reasons I will never understand many on the right have turned on Boehner. I know why folks on the left don’t like him. But this is a well-written memoir from a guy who represented the concept of being productive, being grateful, and being sane. If there are three ideas that define the current era’s Congress, they are not productivity, gratitude, and sanity.