Defy the Odds

Substack by Defy the Odds · launched Aug 18, 2025

Systematic macro research, capital flows, and actionable trade and investment ideas. For serious investors who want an edge, not opinions.

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Paid leaderboard

#198

Subscribers

2.0K

rounded by Substack

Paid subscribers

100+ paid

Badge

Bestseller 100

Paid plan

$70/mo

Podcast

Yes

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 22 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Posts

5

last 30 days

Reactions per post

18

average, recent posts

Reactions tracked

217

across 12 posts

Most-reacted post we have seen: Checkmate: Where the Iran War Meets El Niño — 29 reactions on Aug 26, 2026.

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Recent posts

• Japan Is Already Dead: Inside the Coming Debt Crisis

  Sep 10, 2026Paid16 reactions1 comments7 restacks

• AI’s Next Bottleneck: Three Physical-Scarcity Trades

  Sep 8, 2026Paid14 reactions8 comments7 restacks

• The Market Is Ready for a New Kind of Rotation

  Sep 7, 2026Paid18 reactions0 comments9 restacks

• What if The AI Trade Is Lurking Back?

  Sep 5, 2026Paid11 reactions0 comments7 restacks

• A Portfolio Built for the Term Premium Shock

  Sep 2, 2026Paid21 reactions3 comments7 restacks

• Warsh, Gold and the New Rules of the Game

  Aug 31, 2026Paid13 reactions1 comments6 restacks

• The Market May Have Just Turned Against Stock Picking

  Aug 29, 2026Paid16 reactions1 comments11 restacks

• Defy the Odds: Year One

  Aug 27, 202625 reactions9 comments6 restacks

• Checkmate: Where the Iran War Meets El Niño

  Aug 26, 2026Paid29 reactions0 comments10 restacks

• Three Risks Are Converging on the Bond Market, but There Are Still Places to Hide

  Aug 24, 202622 reactions9 comments16 restacks

• Everyone Is Watching the Wrong Repricing: The Cycle Turned Three Weeks Ago

  Aug 22, 2026Paid19 reactions0 comments7 restacks

• Disney's 60-Year-Old Trendline: Is It a Buy?

  Aug 19, 2026Paid13 reactions1 comments6 restacks

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Defy the Odds. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Oct 1, 2026.