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Redphone
@redphone
My Top 5 favorite macro thinkers on X (in no particular order): Jim Bianco Lyn Alden Luke Gromen Raoul Pal Santiago Capital Who am I missing?
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Koen Djaru
@kdjaru
Would you consider Cathy Woods a macro thinker?
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Redphone
@redphone
Absolutely. She's brilliant. Caveat: I find myself filtering what she says through a critical lens as she's selling an ETF, though. In other words, I think having a drink w her at the bar would be much more insightful than listening to her public commentary.
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Koen Djaru
@kdjaru
Ah nice to know. I have been listening to her every now and then.. I respect Chris Burninske and hence how I follow her. Also the latest @bankless episode on how to position for the upcoming AI world was a really good pod. Unsure if you tune in to bankless and what they say?
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