In addition to the wonderful analyses you can read on our newsletter, we’re adding a podcast section to the newsletter. Every long-read macro analysis (and tactical positioning piece) will be discussed in our podcast. When I say podcast, I basically mean Scott and myself talking about markets. Insightful, interesting, perhaps funny (to someone at least).
So far, we’re not paying too much attention to video quality, or adding any additional material. Content quality is the only thing that matters. We just wanna get it up and running and then adjust as we go on. So open it up in a new tab, and listen while you’re doing some repetitive mundane task (as you always do when listening to podcasts, obviously), and enjoy!