A Letter from Paul

Practical, jargon-free description of what is going on in international affairs and financial markets that ties directly to my asset allocation, with full transparency into my wins and losses.

By Paul Podolsky
· Over 4,000 subscribers
By subscribing, I agree to Substack’s Terms of Use and acknowledge its Information Collection Notice and Privacy Policy
“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