My personal Substack
Exploring Macro, Crypto, and Financial Markets amidst the shift to multipolarity.
Friday Speedrun gives you an easy-to-understand and super quick rundown of the week in global markets. Boost your market knowledge. For students, juniors, and anyone who's finance curious. It's free and quick. Five high-yield minutes / week.
Capital Flows Research gives active investors a daily, actionable macro map of rates, credit, FX, and equities so their positioning stays aligned with the prevailing regime instead of getting blindsided by it.
Thoughts on financial markets and economics from Simplify's Chief Strategist
Macroeconomic and public policy investment strategy