Respice Finem Macro
Harry MelandriThoughts on Finance, Economics and Geopolitics
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 22 | Founded | 2 years ago | Last Issue | 14 days ago |
| Active | |||||
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respicefinemmacro.substack.comLatest Issues
Harry and Leo chat about markets
Lovely man, very useful chat (for me at least). It helps me to discuss the big picture with people who have a broad perspective. Lots of experience combined with investing pragmatism. I found that Leo reminded me to remember the big picture...
Warsh Steers Into the Skid
I listened to Warsh’s Jackson Hole speech and thought I should offer an opinion, although I caution against treating it as authoritative. My aim is to provoke thought, not to pretend to know the future. The one thing my brief time at a larg...
Chat with Sweta Singh
Another fun chat, primarily about fixed income and the Fed. We chatted about Warsh & Bessent, Fed credibility and the 2% inflation “target”, and the US curve. Sweta reassured me about the solvency of US Munis.
AI summary
Trea...
Interview with Keith Weiner of Monetary Metals
I really enjoyed this chat, and if it were up to me, it would have gone on for 2 hours. But I think an hour is plenty for the time being, and we covered some interesting ground. The New Austrians. Where Keith agrees and disagrees with MMT t...
Chat with Peter Boockvar
The chat with Mr. Boockvar was a meeting of minds, because we are so closely aligned on the macro situation. But in a way, that makes it slightly less interesting cos there was perhaps less debate than is optimal, and quite a lot of me nodd...
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Attending the university of life. Hoping not to graduate too soon.
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