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Welcome to A Letter from Paul
You found me. There are many Substacks. Why read this one? Because you will understand economics, investing, and geopolitics much, much better. We are…
May 6, 2024
•
Paul Podolsky
2
Back To Our Regular Programming
Not investment advice.
6 hrs ago
•
Paul Podolsky
13
A Trickle and a Squeeze
Not investment advice.
Apr 11
•
Paul Podolsky
25
1
50:57
A War Update Podcast
Special Edition
Mar 30
•
Paul Podolsky
14
1
1
The Clock Is Ticking
Not investment advice.
Mar 26
•
Paul Podolsky
29
Most Popular
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Letter from Santiago
Feb 18, 2023
•
Paul Podolsky
15
5
1
Reality Gradually Seeps In
Mar 28, 2025
•
Paul Podolsky
20
5
7
The Wheels Come Off the Bus
Mar 12
•
Paul Podolsky
32
The Global Scan
Sep 1, 2024
•
Paul Podolsky
13
3
Latest
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The Risks Are Tilted to the Downside
Not investment advice.
Mar 20
•
Paul Podolsky
22
2
1
The Wheels Come Off the Bus
Not investment advice.
Mar 12
•
Paul Podolsky
32
Price Shock
Not investment advice.
Mar 6
•
Paul Podolsky
26
AI Is Today's Tractor
And thoughts on the war
Feb 28
•
Paul Podolsky
27
2
1
Where the Facts Stand
Only craftsman copy: artists create.
Feb 20
•
Paul Podolsky
34
4
1
The Plot Shifts
Not investment advice.
Feb 13
•
Paul Podolsky
10
4
What Changed
Not investment advice.
Feb 5
•
Paul Podolsky
16
2
1
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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. And the price is right...free.
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A Letter from Paul
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