Discover our latest insights into the global markets, investment management, and portfolio construction.

Our articles explore global markets, risk, and decision-making through a disciplined, long-term perspective.

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Market Commentary

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Paul Podolsky

Galloping Forward

An update

Market Commentary

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Paul Podolsky

Inflation

The coming shock

Market Commentary

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Paul Podolsky

Back To Our Regular Programming

Not investment advice.

Market Commentary

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Paul Podolsky

A Trickle and a Squeeze

Not investment advice.

Research

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Paul Podolsky

A War Update Podcast

Special Edition

Market Commentary

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Paul Podolsky

The Clock Is Ticking

Not investment advice.

Market Commentary

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Paul Podolsky

The Risks Are Tilted to the Downside

Not investment advice.

Market Commentary

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Paul Podolsky

The Wheels Come Off the Bus

Not investment advice.

Market Commentary

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Paul Podolsky

Price Shock

Not investment advice.

Market Commentary

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Paul Podolsky

AI Is Today's Tractor

And thoughts on the war

Market Commentary

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Paul Podolsky

Where the Facts Stand

Only craftsman copy: artists create.

Market Commentary

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Paul Podolsky

The Plot Shifts

Not investment advice.

Market Commentary

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Paul Podolsky

What Changed

Not investment advice.

Market Commentary

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Paul Podolsky

Balance of Power

“US Trade Policy remains unpredictable… a loss of independence of the Fed would affect us all.”

Market Commentary

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Paul Podolsky

The Precipice

“What’s the concern about there being more process?”

Research

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Paul Podolsky

Letter from Sao Paulo

One morning, while I was strolling in the garden, an idea appeared on the trapeze I have inside my head.

Market Commentary

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Paul Podolsky

Opposing Forces

This is not investment advice

Market Commentary

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Paul Podolsky

Poking Holes in the Growth Narrative

Not investment advice.

Market Commentary

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Paul Podolsky

The Great Debate

Not investment advice.

Market Commentary

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Paul Podolsky

Slowing Rates of Change

This is not investment advice.