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Macro Manv \ud83d\udcb8 \ud83d\ude80

Macro Manv

Trade ideas worth stealing. Macro takes you can argue. Physics that hurts. Philosophy that breaks your intuition. Wit that (usually) misses.

Platform
Substack
PricingFreemiumPublishesDaily
Issues45SubscribersRead manveersahota.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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24 days ago
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Macro Manv Podcast Episode 3: Trading Helmets On, The High-Conviction Macro Trades 2025

In this episode, we put on our trading helmets and step directly into the positioning frameworks that large macro funds have built during Q4 2025. These aren’t vague themes or loose narratives; they’re real, high-conviction structures invol...

a month ago
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Macro Manv Podcast Episode 2: The Global Hunt for Yield Is Creating the Next Long-End Crisis

In today’s episode, we dig into a tension that’s quietly shaping the entire global rates complex: the collision between a desperate search for yield and the growing fragility in long-dated sovereign debt markets.

a month ago
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The Steam Machine: Valve’s $50 Billion Hardware Opportunity

## Introduction: A Platform on the Edge of Transformation

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  • Macro Manv

    Rates Strategist. Posts about finance, philosophy and physics. Trade ideas worth stealing. Macro takes you can argue. Physics that hurts. Philosophy that breaks your intuition. Wit that (usually) misses.

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