Global macro views from a trader with over two decades of institutional trading experience. Multiplied initial capital by 1000x with 100% skin in the game. Readers include hedge funds, banks, independent traders, and sovereign wealth managers.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 436 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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fidenzamacro.comLatest Issues
Interview with Real Vision - AI, geopolitics, and more
I did an interview with Ash Bennington on Real Vision two days ago, where I talked about investing in AI, how AI is affecting society and culture, my views on the war in Iran, US treasuries, and a lot more. Link below:
Disclaimer: T...
Warning signs for the end of the AI boom
Long AI infrastructure and supply chain is my biggest exposure right now, but like with every investment, one needs a framework for identifying the turning point for when to get out.
Long AI infrastructure and supply chain is my biggest ex...
Sources for keeping up with AI
Over the years I’ve collected a lot of subscriptions and accounts that I follow to keep up with what’s happening with AI. Over time, AI has taken a larger share of my bandwidth and mindspace than global macro because of the size of the oppo...
Why I decided to not start a hedge fund
A few months ago I announced in this newsletter that I was starting a hedge fund.
A few months ago I announced in this newsletter that I was starting a hedge fund. Several dozen friends and readers reached out to express interest or offer...
Inflation fears returning
Inflation fears are returning to the market, pushing global yields and the dollar higher and momentum equities lower.
Inflation fears are returning to the market, pushing global yields and the dollar higher and momentum equities lower. The...
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