Money: Inside and Out
Exante Data, Chris Marsh, Tor Vollalokken, Wouter Schmit Jongbloed, Alex Etra, Jens Nordvig, Martin Lynge Rasmussen, Grant WilsonThe Exante Data team on global macroeconomics and finance.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 188 | Subscribers | Read | moneyinsideout.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Next Crypto Cycle
This piece is a guest post by David Kalk, Founder & CIO of Reflexive Capital, which manages a “macro directional” crypto hedge fund. David Kalk was formerly the CIO of Thiel Macro, and before that a senior swap trader at Goldman Sachs in Ne...
Trump, Musk, and Milei
Politics makes strange bedfellows, none stranger than the magnetic attraction between Donald Trump and Argentina’s Javier Milei: American populist meet Argentine anti-populist, serial-defaulter meet budget-cutter.
How to manage the dollar (Part III)
We previously noted Trump’s renewed interest in the dollar (Part I) and looked at various measures of dollar strength (Part II.) With the election now only days away, and the possibility of a Trump 2.0 administration from next year, the pro...
Rachel Reeves’ big day out
PREPARATION FOR Chancellor Reeves’ first Budget in the United Kingdom, due on Wednesday, has brought much chatter about what should happen, or rumours about what is planned, next week. This includes the usual vested interest-complaints abou...
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Authors
The writers behind this newsletter.
Data driven insights before the consensus. Ex ante is better than ex post. Building macro strategy for a global audience.
Senior Adviser. The artist formerly known as The General Theorist.
Senior Advisor. Focus on Scandinavian currencies.
Heading the analysis of Global Political and Policy Risks @ Exante Data; Macro-Strategist and Wayward Lawyer.
Founder & CEO at Exante Data Inc.
Senior strategist at Exante Data based in Hong Kong.
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