Paul Podolsky

In this conversation, Paul Podolsky, Founder and CIO of Kate Capital and former portfolio strategist at Bridgewater Associates, shares his wealth of knowledge in investing. He explores the fusion of art and science in investment strategies, discussing the complexities of market volatility and the necessity for personalized approaches. Paul critiques conventional wisdom, particularly the risks tied to relying on the S&P 500, and delves into the critical roles of gold and Bitcoin as diversifiers. He highlights the importance of adapting strategies amidst geopolitical uncertainties.

Paul Podolsky, a former strategist at a leading hedge fund and journalist, discusses financial realities in his work, "The Uncomfortable Truth About Money." He emphasizes the necessity of understanding the basics of money that impact life's major events, from birth to death. Podolsky shares insights on navigating the complexities of finance, the socio-economic impacts of technology like AI, and the importance of historical context in managing risk. Listeners gain a fresh perspective on money management and the psychological aspects of financial decision-making.

Paul Podolsky, an author, podcaster, journalist, and investor, shares insights from his new book on navigating uncertainty in finance. He reflects on his transformative experiences in post-communist Russia and the lessons learned about money's unpredictability during his time at Bridgewater Associates. Discussions include the importance of financial literacy and embracing curiosity in investing. Paul emphasizes the psychological implications of wealth and the true essence of success, focusing on meaningful work and relationships.

Author Paul Podolsky discusses the FED's political motivations, upcoming US election impact on markets, and simplifying financial concepts. They delve into geopolitical influence on Federal Reserve policy, analyzing ETFs, inflation-linked bonds, and equity risk premium across countries. Also explored are the Asian investment landscape, AI's impact on unemployment, investment in software and AI, energy challenges, and geopolitical dynamics.

Former Bridgewater strategist Paul Podolsky shares insights on thinking in frameworks, emerging technological changes, and the impact of investment religions. He discusses risk mitigation, geopolitical tensions in Ukraine and Taiwan, and the importance of intuition in investing and life lessons.