The $600 Billion Sovereign AI Race - Macro Notes Podcast 001
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Macro Notes
Contrarian investment theses on the macro shifts most investors are ignoring
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The $202 Billion Precision Oncology Thesis
For the past several weeks, I have written extensively about AI infrastructure.
The $600 Billion Sovereign AI Race
Whenever a new market emerges, most of the attention goes to the product people can see.
+90.7% Romanian Banking Thesis
As you know, on Macro Notes we don’t just focus on the big investment themes like AI infrastructure or the trendy stories everyone is talking about, such as the GLP-1 and Ozempic thesis.
The satellite internet thesis is up 258%
Yesterday, SpaceX published its quarterly results.
Why The Fiber Optics Thesis Isn't Over Yet
Last week, I shared my Fiber Optics thesis with you --- the
Why I Believe Humanoid Robots Are the Most Promising Investment Thesis of the Next Decade
Yesterday, I introduced the Optical Fibre investment thesis.
The $73 Billion Fiber Optics Thesis
One of the best-performing investment theses we have developed this year has been Optical Fibre, generating a total return of more than 593% (as of 28 July).
The $1.8 Trillion SpaceX Proxy Thesis
A few months ago I published a thesis on Macro Notes that came with a date attached to it.
Your First Look at Altis Terminal (Launching August 14)
Altis Terminal launches on August 14 and will be included at no additional cost with every Macro Notes Premium & Founding membership.
Why Half of Europe's Defense Budget Will Never Buy a Single Weapon
On the morning of June 24th, if you owned Rheinmetall, you lost roughly a fifth of your money before lunch.