Hashtalk
Sankalp ShangariMacro , Markets, AI & Crypto updates and how they are shaping our world
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 312 | Founded | 7 years ago | Last Issue | 3 months ago |
| Active | |||||
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hashtalks.substack.comLatest Issues
#83: 5-Min Macro, Stocks, AI & Crypto Weekly
The supreme art of war is to subdue the enemy without fighting—by controlling their credit, depleting their energy, and out-pacing their innovation. — Modernized Sun Tzu
TL;DR
MACRO: Oil prices hit a wall as the IEA’s reco...
#82: 5-Min Macro, Stocks, AI & Crypto Weekly
War is no longer fought in trenches — it is coded in silicon, refined in rare earths, powered by oil, and settled in capital markets
- Sankalp’s AI
TL;DR
1️⃣ Macro: The Kinetic Pivot
From “AI Watch to War Watch" fo...
#81: 5-Min Macro, Stocks, AI & Crypto Weekly
You are always thinking about money. But money never thinks about you. Think about that
— Sankalp Shangari
TL;DR
Markets today resemble a dinner party where Goldilocks is calmly praising the porridge — soft CPI, resilient jobs —...
#80: 5-Min Macro, Stocks, AI & Crypto Weekly: The SaaS-pocalypse: When Agents Inherit the Earth
“Earnings don’t move the overall market; it’s the Federal Reserve... focus on the movement of liquidity. It is liquidity that moves markets.”
— Stanley Druckenmiller
HASHTALK TL;DR
The “Great Unwind” is no longer a theor...
#79: 5-Min Macro, Stocks, AI & Crypto Weekly
“Markets don’t collapse because of the numbers—they collapse when confidence in the numbers disappears.” — Nouriel Roubini
TL;DR
MACRO: Still Solid; Fed Not Rushing to Cut with new FED Chair: Powell says the U.S. economy r...
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