Practical, 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. And the price is right...free.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 407 | Founded | 5 years ago | Last Issue | 13 days ago |
| Active | |||||
Read this Newsletter
paulpodolsky.substack.comLatest Issues
Pessimism Priced
Not investment advice.
A brief note from the road, tonight in London.
In meetings with investors, the sense of trepidation—rather than opportunity—regarding AI is palpable.
It is true that if AI is a mirage, the economy will indee...
Tightening Changes Things
Not investment advice.
This month, the ECB and the Bank of Japan are expected to raise interest rates, but the Fed isn’t. However, the odds (as reflected in bond pricing) of the Fed hiking this year have gone from 0% before the war...
Learning from War
Not investment advice.
The Iran war is roughly 75% over. There is approximately a 25% probability of escalation and another significant spike in energy prices.
Months in, a few key observations stand out:
1. It is wiser to trade...
Productivity Shifts > Regional Wars
Not investment advice.
During the railroad boom, there were regional wars, like the Anglo-Zulu War, that today almost no one remembers. We remember the railroads, however. A bridge in my town—a massive wrought-iron structure—was bui...
Tightening
Not investment advice.
We are going to get a tightening in monetary policy, which is bad for assets. Inflation, as shown below, is around 4% in the US and 3% in Europe and is going higher due to the war in Iran and the resulting hig...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for A Letter from Paul.
| Subscribers | Engagement | 75 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
I write. I invest. More about me on paulpodolsky.com.
Social
Frequently Asked Questions
How can I access the email archive for A Letter from Paul?
You can find recent issues that have been published by A Letter from Paul on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does A Letter from Paul have?
To see how many people subscribe to A Letter from Paul, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in A Letter from Paul?
Newsletter advertising can be extremely effective when it's done right. Before you pitch A Letter from Paul as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like A Letter from Paul?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact A Letter from Paul using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to A Letter from Paul?
Scroll up to where it says Related Newsletters to see other publications like A Letter from Paul. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact A Letter from Paul?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.