Swerve Insights
Pietro VentaniMajor change lies ahead for society and financial markets. Be prepared. Manage risk. Capture opportunity. It is time to SWERVE
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 239 | Founded | 3 years ago | Last Issue | 2 days ago |
| Active | |||||
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swerveinsights.substack.comLatest Issues
AI Optimism vs. Geoeconomic Gravity - Part II: Debt, Deglobalization and the Fujiwhara Effect
Due to the essential nature of the themes explored in this week’s report, Swerve Insights has lifted its paywall, offering full access to all readers. Readers interested in securing long-term access to rigorous, high-conviction investment a...
AI Optimism vs. Geoeconomic Gravity - Part I; A Framework for the AI Investment Cycle
Due to the essential nature of the themes explored in this week’s report, Swerve Insights has lifted its paywall, offering full access to all readers. Readers interested in securing long-term access to rigorous, high-conviction investment a...
SwerveSixty: One Metal to Rule Them All
Why Global Forces Are Pointing to One Asset
What do the surging demand for air conditioning in India, the explosive growth of AI, and global rearmament have in common?
Cracks in the Foundry: Risks and Opportunities Reshaping Semiconductors
Valuations, Geopolitics, and Reality
The economic consequences of the conflict in Iran are emerging as accelerating inflation and slowing economic activity. Rising interest rates suggest that, unlike during the COVID-19 pandemic or the Ukr...
Here's Why 2026 is Europe's Inflection Point
From Chronic Stagnation to Accelerating Capital Flight
The Misguided Consensus
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
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Global Macro Strategy | Guiding UHNW & Family Offices Through Geopolitical and Macro Shifts | 5 Years of Timestamped, Accurate Macro and Asset Price Predictions
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