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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.

paulpodolsky.substack.comSource feed ↗10 episodes

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A Conversation with James Wang on AI

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Deceleration

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The Flow of Money

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Supply, Policy and Opportunity

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Wars, Tightening, AI

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The Next Shift

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Letter from Estonia

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The Big Reveal

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Pessimism Priced

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Tightening Changes Things

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