Markets don't move on fundamentals alone. They move on policy, politics, and the stories that shape capital flows.
Every week, I send you my working read on the economic landscape: what's shifting, what matters, and what I'm watching next.
Once a month, you're invited to a live session, a lecture and open discussion on the forces driving economics, politics, and markets in real time.
This isn't a roundup of headlines. It's how I think out loud, connecting policy moves, political shifts, and market dynamics into a framework you can actually position around.
A weekly letter with my current read, written the way I'd brief a sharp friend.
Monthly live sessions.
A full archive of past letters and recordings
20% off the standard rate, locked in