A Letter from Paul
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.
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“Ex-Bridgewater (so, former colleague)'s excellent review of macroeconomics and the world. He's also a great writer and the overviews are actually literary—which is hard to do on the topic.”
James Wang, Weighty Thoughts
“Paul Podolsky has a first-rate mind and is a keen observer. A lucid writer, he synthesizes a lot of information from different silos, notably asset allocation and geopolitics.”
Lawrence Strauss, Income Matters Today