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 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