Short Excerpts from Global Macro Investor
Raoul PalSelect musings from my independent research publication (Premium Institutional Service) serving the world's top capital allocators, delivered weekly.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 92 | Founded | 4 years ago | Last Issue | 10 days ago |
| Active | |||||
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raoulpal.substack.comLatest Issues
Why The Buildout Can’t Stop
Is AI a bubble? I think I’ve been asked that more in the past few years than anything else in 30 years of doing this... at dinners, on calls with fund managers, by people who recognise me from a video while we’re standing in an airport queu...
Why Traditional Portfolios Stopped Working
You did what you were told to do, and it hasn’t worked.
Some savings, a pension, a tracker fund, a house if your timing was good... Once a year a statement turns up with a bigger number on it than last year’s and you file it away, vaguely...
DeFi Wasn’t Meant For You
I’ll make you a bet. Somewhere on your phone there’s a wallet you haven’t opened since 2021, still holding the dust of some long dead yield farm.
If that’s you, you’re in good company. That was most people’s first experience of DeFi: five...
Intelligence is Growing Legs
There is a car plant in South Carolina where, for most of last year, a robot turned up and did a job.
Not a demo. A real job. It loaded sheet metal into a welding line on ten-hour shifts, Monday to Friday, at an eighty-four second cycle ti...
The Singularity is...
Hi there,
Fancy a fabulous and profound read and unique take on the Singularity, AI, the technological age and the Exponential Age…?
That’s a yes?
Well then you will enjoy (and possibly be terrified by) this essay from David Mattin, firs...
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Authors
The writers behind this newsletter.
Founder/CEO - http://globalmacroinvestor.com and http://realvision.com, Investment Strategist, Economic Historian, Traveller and Rum Drinker..Not a guru.
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