The economy is running the data is walking and trends versus cycles -- An approach to economics-bottoms up -- Disruptors or just progress -- Cultural changes make economics change -- Goodhart's "underappreciated" law and benchmarking -- Means move-analyze the averages -- Rethink regressions and resist correlations -- GDP-overrated -- Unemployment versus new employment -- Wages are different now -- Inflation-just a little bit -- Interest rates and falsehoods -- Currencies-chicken and egg -- Expectations theories-always changing, always relevant -- The new role of capital and capital formation -- International capital flows-increasingly critical -- Human capital-the real data to watch -- Aristotle, infrastructure, and capital -- Government's role: past and future -- Government's job -- Funding the government: taxes and debt-good, bad, and completely lost -- Expense management and the government- a misnomer? -- More gray and purple, less gridlock -- Business structures-think again -- Business investment-what people watch and should watch -- Business cycle theory: it's wrong and slow -- Tearing down and running around the barriers to entry -- Incumbents can fight back -- Food and energy -- Supply chains, outsourcing, and innovation -- Measure of trade -- The invisible consumer: customer retention, big data, and customer service -- Value -- Volatility and risk measures-a point of view -- Uncertainty-the opportunity -- New industries and what to do about them -- Emerging economies-new paths -- Socially responsible investing and environmental, social, and governance factors ? Trends, data, correlations, and a few other things-again -- Never close your eyes or you will miss something.

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