A Letter from Paul
Paul PodolskyPractical, jargon-free description of what is going on in international affairs and financial markets from the Founder and Chief Investment Officer of a global macro hedge fund, Kate Capital.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 376 | Subscribers | Read | paulpodolsky.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Anxious Mr. Market
THIS IS NOT INVESTMENT ADVICE
The US China Tech War
“It does require a bit of thought as to how we can adapt.”
Cars Are Going the Way of Typewriters
While journalists breathlessly report on a plane crash or a train derailment, they are silent on a more salient fact: about 1.2 million people will die this year in car crashes. Fortunately for future generations, most of these terrible dri...
What if the Productivity Shift is Real?
THIS IS NOT INVESTMENT ADVICE.
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Authors
The writers behind this newsletter.
I write. I invest. More about me on paulpodolsky.com.
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