Brian Lu

"Markets can remain irrational longer than you can remain solvent." —Keynes

[Brian Lu @BrianLu21]

@churchillcap1 Knowledge of payments is admittedly limited but am bearish on BNPL at almost any valuation. Adverse selection problem is magnified going into a downturn; customers who BNPL have self-selected poorer credit & will default on BNPL payments before other bills

[Brian Lu @BrianLu21]

@ExitMultiple Big fan but not sure this is a nuanced take. Most of Amazon’s economists focus on micro (auction theory, market design, etc,), not macro forecasting.

[Brian Lu @BrianLu21]

@0xFriedman @gauravkapadia @zachperret @wendoverpro @TheeNerdwriter @10kdiver @Erdayastronaut Would second @wendoverpro especially on anything logistics-related and add @CaspianReport (geopolitics), @CityBeautifulYT (urban planning), Real Engineering, and Kraut (history/politics)