A Letter from Paul

A Letter from Paul

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Putting the Puzzle Together
THIS IS NOT INVESTMENT ADVICE.
Aug 29 • 
Paul Podolsky
6
Easing > Tariffs
I am in Croatia but watching.
Aug 14 • 
Paul Podolsky
13
3
Populist Leaders = Slower Growth
THIS IS NOT INVESTMENT ADVICE.
Aug 7 • 
Paul Podolsky
9

July 2025

The 7 Month Combo
THIS IS NOT INVESTMENT ADVICE.
Jul 31 • 
Paul Podolsky
4
Watching the Bubble Form
THIS IS NOT INVESTMENT ADVICE.
Jul 25 • 
Paul Podolsky
13
Shifting Balance of Power
What is necessary?—To wrestle with your problem until its emotional discomfort is clearly conceived in an intellectual form—and then act accordingly.
Jul 18 • 
Paul Podolsky
5
The Post-Covid Financial Hangover
“Two ways.
Jul 10 • 
Paul Podolsky
5
3
Will the Dollar Crack?
THIS IS NOT INVESTMENT ADVICE.
Jul 5 • 
Paul Podolsky
8

June 2025

From Fear to Greed
Plus, a podcast with Congressman Jim Himes
Jun 27 • 
Paul Podolsky
9
2
33:29
Four Vectors & Discounting
THIS IS NOT INVESTMENT ADVICE.
Jun 19 • 
Paul Podolsky
9
Changing Fortunes
Plus, a conversation with Senator Dave McCormick
Jun 6 • 
Paul Podolsky
6
1
49:29

May 2025

Sizing Your Bets
THIS IS NOT INVESTMENT ADVICE.
May 30 • 
Paul Podolsky
7
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