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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
Letter from Estonia
Not investment advice.
Jul 5
•
Paul Podolsky
13
4
The Big Reveal
Not investment advice.
Jun 23
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Paul Podolsky
26
3
Pessimism Priced
Not investment advice.
Jun 12
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Paul Podolsky
24
1
Tightening Changes Things
Not investment advice.
Jun 5
•
Paul Podolsky
23
Most Popular
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Letter from Santiago
Feb 18, 2023
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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
1
The Global Scan
Sep 1, 2024
•
Paul Podolsky
13
3
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Learning from War
Not investment advice.
May 30
•
Paul Podolsky
22
2
Productivity Shifts > Regional Wars
Not investment advice.
May 22
•
Paul Podolsky
25
3
3
Tightening
The story shifts
May 15
•
Paul Podolsky
22
2
2
Pressure Builds
Not investment advice.
May 8
•
Paul Podolsky
26
3
Galloping Forward
An update
May 2
•
Paul Podolsky
23
2
Inflation
The coming shock
Apr 23
•
Paul Podolsky
23
4
1
Back To Our Regular Programming
Not investment advice.
Apr 17
•
Paul Podolsky
21
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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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