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One River Asset Management Research Hub
Access high-level financial research and market analysis provided by One River Asset Management. This hub features 3 curated reports, including their signature Weekly Market Updates and Weekend Notes, offering expert perspectives on complex global market risks.
3 reports available
Weekend Notes
Eric Peters analyzes the critical juncture of the US economy, arguing that massive public debt has created a single point of failure that only the success of AI technology can resolve.
Weekly Market Update
This report explores the Kardashev scale as a framework for humanity's future energy and space-infrastructure requirements, highlighting the critical constraints on AI hardware production and energy generation. It also provides a comprehensive weekly market review and year-to-date performance data across global equities, commodities, and currencies.
The Single Point of Failure Risk Has Never Been Greater
Eric Peters argues that decades of market intervention have shifted systemic risk to the US government balance sheet, creating a 'single point of failure.' He posits that an all-in bet on AI productivity is the only path forward for an overvalued economy burdened by $39 trillion in debt.
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