Invest like a historian

My keynote at the PSG Outlook meetings

Over the last two weeks, I presented four keynotes at the PSG Outlook meetings across South Africa: Durban, Cape Town, Pretoria and Johannesburg. Thank you to PSG for the invitation. Here’s a distilled version of my talk.

I do not claim to see the future any clearer than you do. But economic history offers a powerful framework for understanding the forces that matter.

Take the graph below.