A Letter from Paul

A Letter from Paul

About the Substack

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.

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.