Substack Library

Glossary

Reflections on Coups, Information and Mentoring

This edition is a “two-for,” a podcast and investment perspective. If you want the asset allocation that goes with this investment perspective, email me and I’ll share it. Also, if you like my book Raising a Thief, post a review on Amazon or tell a friend. If you like the podcast Things I Didn’t Learn in School, post a review on Apple Podcast. If you like these essays, share them. If you don’t like any of the above, tell me why and I’ll learn.

The Investment Risks of Regime Shifts

The below post was originally published in mid-December via the South China Morning Post (pre-this Substack distribution) and because both many readers didn’t receive it and due to of what’s transpired more recently, I’m re-sharing. Since this was published, we’ve crossed the threshold into violence.

Things I Didn’t Learn in School

Welcome to Things I Didn’t Learn in School by me, Paul Podolsky. I am the author of Raising a Thief, a memoir about being a parent, and host of the podcast Things I Didn’t Learn in School. For 20+ years I worked on Wall Street, most of that time with Bridgewater Associates. Before that I was a journalist. More at paulpodolsky.com.

    Things I Didn’t Learn in School

    Welcome to Things I Didn’t Learn in School by me, Paul Podolsky. I am the author of Raising a Thief, a memoir about being a parent, and host of the podcast Things I Didn’t Learn in School. For 20+ years I worked on Wall Street, most of that time with Bridgewater Associates. Before that I was a journalist. More at paulpodolsky.com.