Anyone using this service? https://themacrocompass.substack.com/
Unfortunately only in a podcast version, but the charts I saw somewhere were pretty convincing, macro-wise.
I’ve listened to macro podcasts before. It’s intellectually interesting for sure, but never actionable. Which is why I stopped. Too much fortune telling and speculation.
Often it is very obvious stuff and when he goes into details it is sometimes completely wrong. So, I am not tempted to pay for more of it…