Paul Podolsky

Welcome! I write about macro–global politics and money. For many years, I was a strategist for the largest hedge fund in the world. Here you can find the latest about my books, essays and podcast and reach out to me with a question. I’ve published two books, hundreds of essays and many interviews on my podcast. I believe that while the world is complex, it can be understood and everything I publish is meant to help with that. More about me in the “about” tab.

Books

Raising a Thief is a non-fiction book about being a parent. Master, Minion is a thriller about financial war. It will take you inside Russia, China and the US in a way no other book will.

Essays

I write essays about how I am investing with, for subscribers, a full view into my decisions. Most of these are on my Substack. Some are in other publications, like The Wall Street Journal. Sign up and get the essay delivered direct to your inbox.

Podcast

I ask guests about their background, work and the biggest lessons they have learned from being alive. The answers are astonishingly varied. Guests include former FBI Director Jim Comey, Ray Dalio and Congressman Jim Himes.

Master, Minion is out!

December 16, 2022

Master, Minion is out! I think you will enjoy it and I am so thankful for all the beta readers who helped me get it to this place.

Administering Amid Rapid Change

June 2, 2023

If someone forwarded this to you, you can read about who I am here. I was a strategist and equity partner at the biggest hedge fund in the world. Now I make my thoughts available to you and implement them with my own capital. This Substack grows via word-of-mouth, so please forward to friends. If you […]

Fear, Opportunity and Stock Bubbles

May 28, 2023