The Macro Fireside is live
Welcome to the inaugural post of The Macro Fireside.
After decades navigating the global financial markets—from bank treasuries to macro portfolio management—I’ve realized that the most valuable insights often come from the intersection of quantitative rigor and behavioral reality. This space is dedicated to unpacking complex market dynamics, monetary and fiscal policies, geo-politics, and the shifting global landscape with clarity and sophistication.
Thank you for joining me at the start of this journey. More deep dives are coming soon.
— S G
New York City
January 21, 2026