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The Macro Compass | Wave AI Podcast Notes

The Macro Compass cover

The Macro Compass

The 10.000 foot view of Global Macro and Financial Markets, such that you don't miss the forest for the trees.

themacrocompass.substack.com

11 episodes

Episodes

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1
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Run It Cold Now, Run It Hot Later

00:07:0610/8/2025

May The Odds Be Ever In Your Favor

00:18:338/25/2025

Plumbing Risks Ahead

00:05:548/13/2025

Policymaking Protest Assets (PPAs)

00:04:517/15/2025

Null Komma Null

00:06:516/18/2025

On The US Downgrade

00:07:555/19/2025

How The Whales Could Dump More US Dollars

00:05:134/25/2025

The Macro Unicorn

00:07:183/31/2025

Here Are My Top Macro Ideas

00:06:022/23/2025

Bond Market Rally Next?

00:04:572/7/2025

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