Find the research.
Build your conviction.

Periodic overview of macro conditions, market valuations and asset allocation across major investment classes. Includes a real-money model portfolio and selected investment ideas.

Conversations with business and cultural pioneers about leadership and the transformation of their industries.

Macro investment research exploring long-term economic cycles, monetary conditions and shifts in global capital allocation. Combines chart analysis, investment theses and presentations, with particular emphasis on hard assets, mining and emerging markets.

Chase Taylor explores how investors develop ideas, research markets, make decisions and learn from mistakes. The podcast combines investor interviews and book discussions with shorter updates on macroeconomics, policy, geopolitics and financial markets.

Market commentary connecting macroeconomic developments with sector rotation, technical setups and trading opportunities. The free Substack combines research summaries with Macro Dirt podcast discussions, introducing Tony Greer’s broader paid research and trading framework.

Market commentary connecting macroeconomic developments with sector rotation, technical setups and trading opportunities. This is Tony Greer’s broader paid research and trading framework. Every issue comes with the View Matrix, TG’s Real-Time Trading Book, so you know exactly what’s in play and what isn’t.

Hugh Hendry’s publication covers global macroeconomics, financial markets and contrarian investment ideas. It combines essays, audio and video with reflections on market behaviour, risk management and investor psychology.

Main coverage: - Trading psychology: confidence, fear, ego, emotional responses and self-awareness. - Decision-making and risk: handling uncertainty, losses, drawdowns and pressure. - Performance development: preparation, routines, coaching, journaling and discipline. - Trading careers and methods: practitioner experiences, adapting strategies to individual strengths, and developing sustainable processes.

Weekly macro research connecting political and policy developments, market positioning and risk indicators to investment ideas. Coverage spans equities, credit, rates, currencies, ETFs and commodities, with subscriber tiers adding whatsapp trade alerts, calls and institutional Bloomberg chat rooms access.

Jesse Colombo is an economic and precious-metals analyst, investor and former Forbes contributor. His research on precious metals and global economic risks, including debt, asset bubbles, inflation and monetary instability. Combines market updates, longer reports and educational material around the author’s bullish outlook for hard assets.

Business, markets and investing commentary with guests, “expert insight and hot takes”. Downtown Josh Brown, Michael Batnick and rotating guests

The Daily Spark is Apollo’s daily economics and markets publication, written by chief economist Torsten Slok. It uses concise commentary and charts to explain economic developments and their implications for public and private markets.