Things I Didn't Learn In School Podcast
1) From Fear to Greed
THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH. Last week at this time, investors and the world were wondering if an attack on Iran would spiral into a broad...Show More
2) Changing Fortunes
THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.This week, we learned a few things.First, we learned the big round of central bank easing is probably over. Fo...Show More
3) A Pause in the Down
THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.A confluence of events caught my attention this week. Here’s what I noted:* The Chief Justice of the Supreme C...Show More
4) China and Washington's Monetary/Fiscal Stand Off
THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH. Today, I want to share a podcast, a China update, and discuss the D.C. fiscal/monetary standoff.PodcastBill B...Show More
5) Trump, Geopolitics, Money
THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.There are about 45,000 Russian casualties a month now in Ukraine. That equates to a rate of 540,000 soldiers p...Show More
6) Global Shipping Tutorial
Happy Friday!This is a fun interesting conversation. I originally posted it last month but due to how Substack is set up only a portion of you were able to hear it. So I am re-posting now for broader ...Show More
7) Debt, Balance Sheets and Original Thinking
Inside and outside at the same time. That is the key.Richard KooTHIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.I read Richard Koo’s books years before I spok...Show More
8) Behind Washington's China Pivot
This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.comChina’s splendid isolation nurtured a particular Chinese self-perception. Chinese elites grew accustomed to the n...Show More
9) A Macroeconomic Internet "Bakery"
This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.comOops…looks like I didn’t send out the link to the actual podcast. Sorry about that. Here you go!We know the inter...Show More
10) Disrupting Health Care
Note to readers: I am offering a sale this week. I started these posts as an experiment three years ago. They have now grown into a conversation with thousands of unpaid subscribers and hundreds of pa...Show More