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I have written articles, op-eds, and book reviews for many publications, including the New York Times, the New York Review of Books, Wired, the Financial Times, The Observer, The Telegraph, Reuters; and  the New Statesman

I currently write a column on economics, finance, and markets for Reuters Breakingviews.

For an archive of my other articles, columns, and op-eds, click here

For an archive of my book reviews, click here.

A couple of recent pieces are below.

The Age of Prediction by Igor Tulchinsky and Christopher E. Mason

The Financial Times | 
30 Aug 2023

“Humanity has entered a new era.” That is the bold claim with which quant investor Igor Tulchinsky and Cornell professor of genomics Christopher E. Mason begin The Age of Prediction — their ambitious new survey of how predictive algorithms are changing the world.

Its publication could hardly be better timed. The public first became aware that something big was happening in the world of AI back in 2016, when Google DeepMind’s AlphaGo program defeated the reigning world champion at Go. Four years later, the company’s AlphaFold program solved one of the biggest puzzles in modern biology: the challenge of predicting the molecular structures into which proteins fold, based only on the sequences of their constituent amino acids.

Then late last year came the public release of OpenAI’s ChatGPT — the first of a flurry of Large Language Models that exhibit freakish abilities to sustain human-like conversations, and have left the famous Turing test for dust. Even the experts can’t agree whether we should be tantalised or terrified by the machine learning revolution evidently underway.

But what exactly does it consist of? The Age of Prediction avoids getting bogged down in the debate over what actually counts as AI. Instead, it goes directly to the source and identifies the three big changes which in practice lie behind the startling achievements of the last decade.

You can read my review of the book here.

Multipolar world opens up surprising safe havens

Reuters Breakingviews 
|  17 Nov 2023

A quarter of a century ago, then-French Foreign Minister Hubert Védrine coined a new term to describe the United States: “l’hyperpuissance” – the world’s sole “hyperpower”. It was the guarantor of global security, the rule-maker for global trade, and the undisputed international hegemon. Today, the “Pax Americana” lies in tatters; free trade is a fading dream; and summits such as this week’s meeting between Presidents Xi Jinping and Joe Biden set the world agenda. The days of America’s undisputed global dominance are over. Geopolitically, we live once more in a multipolar world.

Yet in international finance, the unipolar moment is more extreme than ever. The U.S. dollar remains the de facto global currency, while the United States is in a league of its own as the world’s biggest net debtor. Take the country’s net international investment position (NIIP) - the benchmark metric of a nation’s overall balance sheet, which subtracts the sum of foreign investors’ financial claims on it from its own investors’ claims abroad. In June 2023 this stood at -$18 trillion, or a deficit equivalent to 67% of U.S. economic output. That is more than double the deficit of 33% a decade earlier, and more than seven times larger than in 2007. No other economy comes close when it comes to soaking up the savings of the world.

How did this astonishing disconnect between geopolitics and international financial flows develop – and how long can it last?

You can my answers here.