Today we have a special update with my friend, Tavi Costa.
Tavi is a widely-followed Global Macro strategist and Fund Manager with a long history on X.
I enjoy reading his work on Substack, and recommend subscribing to his publication:
tavicosta.substack.com
When Tavi’s strategic approach and my work are aligned, I’ve found it to be at moments of big opportunity.
This might be one of those moments…
We cover some of the most important ideas we’re watching:
✅ Plus what they mean for asset allocation today, and opportunities/risks.
✅ I think these are massive themes that could dominate the rest of 2026...
Hope you enjoy!
Onwards and upwards, -MC
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