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A Letter from Paul

About the Substack

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.

Free Subscription Benefits

  • Public posts

Paid Subcription Benefits

  • Weekly deep dives in geo-politics, macro-investing, emerging markets, and industry trends
  • Exact portfolio allocations + updates on prior ideas
  • Full access to archives + podcast interviews

About Paul Podolsky

I write. I invest. More about me on paulpodolsky.com.

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