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Recent Episodes
Cars Are Going the Way of Typewriters
While journalists breathlessly report on a plane crash or a train derailment, they are silent on a more salient fact: about 1.2 million people will die this year in car crashes. Fortunately for…
Story Telling Revolutions
I was traveling this week, so today is mostly sharing a podcast with Pedro Lopes, who created the remarkable series Gloria on Netflix. Regarding investments, I want to share a brief follow-up on last…
From Fear to Greed
THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH. Last week at this time, investors and the world were wondering if an attack on Iran would spiral into a…
Changing Fortunes
THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.This week, we learned a few things.First, we learned the big round of central bank easing is probably over.…
A Pause in the Down
THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.A confluence of events caught my attention this week. Here’s what I noted:* The Chief Justice of the Supreme…
China and Washington's Monetary/Fiscal Stand Off
THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH. Today, I want to share a podcast, a China update, and discuss the D.C. fiscal/monetary standoff.PodcastBill…
A Conversation with Lt. Gen (Ret.) HR McMaster
THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.There are about 45,000 Russian casualties a month now in Ukraine. That equates to a rate of 540,000 soldiers…
Global Shipping Tutorial
Happy Friday!This is a fun interesting conversation. I originally posted it last month but due to how Substack is set up only a portion of you were able to hear it. So I am re-posting now for broader…
Debt, Balance Sheets and Original Thinking
Inside and outside at the same time. That is the key.Richard KooTHIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.I read Richard Koo’s books years before I…
Behind Washington's China Pivot
This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.comChina’s splendid isolation nurtured a particular Chinese self-perception. Chinese elites grew accustomed to the…
A Macroeconomic Internet "Bakery"
This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.comOops…looks like I didn’t send out the link to the actual podcast. Sorry about that. Here you go!We know the…
Disrupting Health Care
Note to readers: I am offering a sale this week. I started these posts as an experiment three years ago. They have now grown into a conversation with thousands of unpaid subscribers and hundreds of…
Scanning for the Next War
This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.comSummary:* Keep an eye on Serbia.* No US easing.More below:Over the weekend, the hard-right made gains in…
What It Takes To Make A Movie
This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.comMan has always asked the question: what is it all about?J. Krishnamurti, 1969Stories are intrinsic to being…
An Entrepreneur's Path
This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com“In spite of all the farmer’s work and worry, he can’t reach down to where the seed is slowly transmuted into…
Of Sanctions and Shipping
This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.comWe hear about sanctions all the time. Biden just put more on China.Do they matter? If so, in what way?J provides…
The Spy Writing About Spies - David McCloskey
Send us a Text Message.David is former CIA and the author of Damascus Station and Moscow X.Talking Trading - Expert trading tactics so you can excel in the sharemarket.This is how traders and…
Making Sense of Tech - Barton Hooper, Director of Equity Research at Weitz Investments
Send us a Text Message.Barton is trained as an accountant and equity investor. We all know how much tech is driving the stock market. He sheds light on how to make sense of what is going on. Talking…
Update on the US Congress with Congressman Jim Himes
Send us a Text Message.Jim returns to the show to share his perspective on Ukraine, the border and the November election. Talking Trading - Expert trading tactics so you can excel in the…
China Economic Update with Jason Bedford
Send us a Text Message.Jason is an accountant, fluent Chinese speaker and Wall Street veteran. I always learn from my talks with Jason and I think you will too. Talking Trading - Expert trading…
Frequently Asked Questions
A Conversation with Paul has published 83 episodes since August 2020, covering topics in Business, News.
A Conversation with Paul is currently sporadic with new episodes every 2 weeks. Average episode length is 43m.
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