Macro Notes: Who It's For and Who Sponsors It

Covers: Top-down macroeconomic investing theses, geopolitical spending trends, AI infrastructure, defense, neurotechnology, and longevity markets.
For: Institutional investors, portfolio managers, and finance professionals evaluating global macro trends.
Best for: Investors looking for thematic market analysis and research to guide portfolio allocations.
Skip if: Day traders, casual retail investors, or people looking for personal budgeting advice.

Start with

China's AI Infrastructure Paradox: Analyzes the Chinese AI infrastructure market using a top-down macro investing approach.
The Neurotechnology Economy: Identifying the Next Trillion-Dollar Markets: Breaks down emerging funding rounds and market opportunities across brain-computer interface companies.
Who Gets Paid to Fix Europe’s Ammunition Shortage?: Explores the investment case and macroeconomic impact of European defense spending.

GroundfloorSponsor
This week, we partnered with Groundfloor on a dedicated sponsored edition of Macro Notes.
Introducing Macro Notes Desk + Free Lifetime Public Markets Premium · 2026-10-28

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