
Former Wall Street professional with an insatiable desire to learn. Preparing individuals, companies and parents for the disruption of exponential change.
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27K on Sep 10, 2026 → 28K on Sep 30, 2026
Rank in Substack’s finance leaderboard: #131 today · #141 a week ago
Tracked since Sep 10, 2026 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.
of 525 ranked finance newsletters
on Sep 24, 2026
since tracking began
since tracking began
last 30 days
average, recent posts
across 14 posts
Most-reacted post we have seen: The Age of Abundant Intelligence and Scarce Bitcoin — 297 reactions on Aug 4, 2026.
How Tokenization Will Rewrite Monetary Economics Every time long-term yields make new highs for the first time in X years, the “it’s going to end badly” crowd comes crawling out of their bear caves to begin another round of I told you so . Honestly, after years of watching this, it has become comedy to me. I know, I know: the economics textbooks, the debt math, the historical precedents, the inevitability of the endgame, the Fourth Turning, blah, blah, blah. This scary story has been wrong so many times that the bears have to use that forbidden financial phrase for debt, but this time I swear…
Nearly eighteen years after Satoshi Nakamoto published the Bitcoin white paper, almost everyone has heard of Bitcoin. What is remarkable is everything it has survived. Governments have attacked it. Economists have dismissed it. Investors have called it a bubble and rat poison. Exchanges have failed. Fortunes have been lost. Bitcoin itself has fallen more than 70% multiple times, endured crypto winters that were supposed to mark its end, and been declared dead more times than anyone can count. And yet Bitcoin is still here. It has grown from an idea shared by a handful of people on the…
The Signal Like many people drawn to the stock market, one of the first books I read was Reminiscences of a Stock Operator . It follows Jesse Livermore’s rise, crashes, and recovery, with a central lesson: success in markets requires patience, emotional discipline, and listening to the tape rather than fighting it. As someone who spends much of his life thinking several years into the future, that lesson has kept me honest. It forces me to think in bets rather than certainty and look for a signal. Standard deviations or sigmas became a central part of my signal framework when I began as an…
I joined Morgan Stanley in 1992, just as arguably the greatest asset bubble of the twentieth century was deflating. Japan’s stock market had peaked, land prices were rolling over, and the country was beginning a journey that would define global macro for the next three decades: the slow accumulation of government debt to levels economists have repeatedly argued would be unsustainable. At the time, Japan was the outlier. Today, the government debt virus has spread across most of the developed world. In the years following the bursting of Japan’s asset bubble, macro investors would repeatedly…
Executive Summary AI is compressing the lifespan of every corporate advantage, and the market is already pricing it: in July, volatility inside the equity market hit all-time highs while Bitcoin’s volatility sat at cycle lows, and this paper argues those two facts are the same story. This is a long paper because the argument required a market event before it could be seen clearly. July supplied it, so pour the coffee and settle in. Two volatility readings crossed in July. Factor volatility, the turbulence inside the equity market’s most crowded AI trades, exploded to all-time highs. Bitcoin’s…
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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: Jordi Visser Macro-AI-Crypto Substack. 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: Sep 30, 2026.