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

Paul Podolsky

Supply, Policy and Opportunity

07/25/2026

Market Commentary

Paul Podolsky

Wars, Tightening, AI

07/17/2026

Market Commentary

Paul Podolsky

The Next Shift

07/10/2026

Market Commentary

Paul Podolsky

Letter from Estonia

07/05/2026

Market Commentary

Paul Podolsky

The Big Reveal

06/23/2026

Market Commentary

Paul Podolsky

Pessimism Priced

06/12/2026

Market Commentary

Paul Podolsky

Tightening Changes Things

06/05/2026

Market Commentary

Paul Podolsky

Learning from War

05/30/2026

Market Commentary

Paul Podolsky

Productivity Shifts > Regional Wars

05/22/2026

Market Commentary

Paul Podolsky

Tightening

05/15/2026

Market Commentary

Paul Podolsky

Pressure Builds

05/08/2026

Market Commentary

Paul Podolsky

Galloping Forward

05/02/2026

Market Commentary

Paul Podolsky

Inflation

04/24/2026

Market Commentary

Paul Podolsky

Back To Our Regular Programming

04/17/2026

Market Commentary

Paul Podolsky

A Trickle and a Squeeze

Not investment advice.

Research

Paul Podolsky

A War Update Podcast

Special Edition

Market Commentary

Paul Podolsky

The Clock Is Ticking

Not investment advice.

Market Commentary

Paul Podolsky

The Risks Are Tilted to the Downside

Not investment advice.

Market Commentary

Paul Podolsky

The Wheels Come Off the Bus

Not investment advice.

Market Commentary

Paul Podolsky

Price Shock

Not investment advice.