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David O'Neill

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David O’Neill is a Professor of Finance and Data Analytics at the Gordon School of Business, SIAI. A Swiss-based researcher, his work explores the intersection of quantitative finance, AI, and educational innovation, particularly in designing executive-level curricula for AI-driven investment strategy. In addition to teaching, he manages the operational and financial oversight of SIAI’s education programs in Europe, contributing to the institute’s broader initiatives in hedge fund research and emerging market financial systems.

David O'Neill

China’s power in rare earths comes from refining, not mining African supply backed by Australia and India will not shift leverage without downstream processing and skills Without investment in finishing capacity, diversification will deepen existing dependence

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David O'Neill

EU tariffs raised EV prices but did not erode China’s dominance in battery production Chinese EV batteries stay competitive due to scale, cost, and integrated supply chains Without parallel investment in skills and capacity, trade measures invite retaliation without resilience

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David O'Neill

China’s free-trade rhetoric at APEC clashes with its ongoing industrial subsidies Without subsidy discipline, regional trust and fair competition cannot recover APEC’s credibility depends on rules, not gestures C

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David O'Neill

Digital cash resilience pairs fast digital payments with a cash fallback for shocks A privacy-safe, offline-capable digital euro can scale without draining deposits Schools should drill multi-rail payments, keep cash buffers, and pilot only cost-winning rails

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David O'Neill

Pivot Sanaenomics from populism to productivity Protect real per-student spending and modernize vocational training Target support, not handouts, to grow without tighter BOJ policy As Japan moves into 2026, it faces a not

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David O'Neill

Strengthen defence while protecting R&D and skills to keep growth alive Spend smarter: joint procurement, open standards, and dual-use innovation Fund what proves results—capability gains, cost declines, and real diffusion

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David O'Neill

Work from home is changing who does housework Being home is mistaken for being free Education policy must adapt fast In 2023, data indicated that 35% of employed people in America worked at home, up from 24% in

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David O'Neill

The neutral interest rate is rising Borrowing costs for education will stay higher Hedge risk and fund only projects with fast, proven payback In 2025, the U.S.

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David O'Neill

Generative AI lifts advanced economies faster due to compute, connectivity, and wages Education faces a widening generative AI productivity gap without solid infrastructure Front-load broadband and compute, standardize platforms, and train teachers to close it

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David O'Neill

Stablecoin regulation is about making token money behave like deposits in a crisis The open transaction layer is the main weak point If it stays weak, bank-issued tokenized deposits will win In mid-November 2025, the total amo

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David O'Neill

Housing wealth losses are squeezing education budgets Cuts hit “extras” first, widening gaps fast Schools need funding buffers and lower pressure According to research, a 10% change in home values can predict a 1.6% chan

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David O'Neill

2022 proved the nonlinear Phillips curve under tight labor Use two-speed budgets: inflation >4% and v/u >1 trigger Teach regime-switching to keep small misses small After the pandemic, inflation surged: in Europ

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David O'Neill

Acquisitions slow innovation as buyer governance overrides speed Bound, don’t ban: output floors, retention covenants, access terms Educators: design for portability and use escape clauses There's a number that s

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David O'Neill

Skip Europe’s welfare playbook—it didn’t lift births Lead with jobs: housing, productivity, youth careers Keep supports targeted; don’t build a giant state Here’s the thing: In 2023, the European Union’s birth rat

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David O'Neill

Manufacturing wanes; services must absorb workers Shift factory skills into productive service roles Fund wage insurance, fast training, placement targets The decline of manufacturing in Germany isn’t just a predict

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David O'Neill

Europe’s Growth-at-Risk shows a heavy downside, despite upbeat markets High debt and defence needs tighten budgets, squeezing education Tie budgets to GaR triggers, secure funding now, protect teaching time The euro area owes a

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David O'Neill

Interconnectedness keeps small, open economies exposed despite stronger policies Dollar dominance—88% of FX trades, ~40% invoicing, $100T+ swaps—transmits shocks Fix the plumbing: stress-test FX markets, add regional lines, tighten rules, expand local-currency invoicing

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David O'Neill

Raise base pay to close gaps and stabilize schools Use low-bias bonuses to retain high-impact teachers in hard posts Pair pay reform with clean screening and clear metrics to lift quality We’re facing a serious probl

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David O'Neill

Leadership brings the trading edge; power beats tips Buys precede contracts, sales precede heat—disclosure failed Ban lawmakers’ individual stocks or require true blind trusts Here's the thing that screams out at

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David O'Neill

US fiscal sustainability is strained; interest now tops defense Italy rebounds with primary surpluses; France lags with 5%+ deficits A near-term US primary surplus would stabilize debt and shield education Interest

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