Paul Podolsky
Publishes 1 feed
A Letter from Paul
Practical, jargon-free description of what is going on in international affairs and financial markets from the Founder and Chief Investment Officer of a global macro hedge fund, Kate Capital. And the price is right...free.
10 posts · theirs
Lately
A Conversation with James Wang on AI
Deceleration
The Flow of Money
Supply, Policy and Opportunity
Wars, Tightening, AI
The Next Shift
Letter from Estonia
The Big Reveal
Pessimism Priced
Tightening Changes Things
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