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If there are two strategists that have shaped my views of contemporary capitalism and markets more than any others, it is Jeremy Grantham and Viktor Schvets.
Grantham is the great seer of bubbles. The prognosticator par excellence of manias and mean reversion law. He is the calibrator of what should be.
Shvets is the enigmatic post-Marxist doyen of Macquarie Bank and analyst of what the system actually is, not what it should be.
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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.
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