Hidden Asymmetries

Hidden Asymmetries

Home
Podcast
Notes
Archive
About
Fog of Liberation
Tracking the rewiring global trade, debt, and the distribution of economic power.
Jan 12 • Shashank Rai
Sin of Scarface
A missive on what penance for the Chinese economy looks like
Dec 29, 2025 • Shashank Rai
MS3: 12.18
In this version of Macro Sparknotes: India, Taiwan, Venezuela… and inflation.
Dec 19, 2025 • Shashank Rai
MS2: 12.15
I am writing a piece on Japan, it’s rate hikes, and ETF sales but this should be a nice trailer.
Dec 16, 2025 • Shashank Rai
Macro Sparknotes: MS1
I am experimenting with a new series of regular articles - Macro Sparknotes.
Dec 13, 2025 • Shashank Rai
Crypto Goes Mainstream
A Primer on Digital Asset Market Structure and Investor Protection Act
Dec 10, 2025 • Shashank Rai
Sovereign Cycles
2026 is a New Business Cycle
Dec 7, 2025 • Shashank Rai
Etatism Update: Treasury Dominance
Treasury Supplants the Fed as Liquidity Arbiter
Dec 1, 2025 • Shashank Rai
Hidden Asymmetries
Hidden Asymmetries
I cover global macro issues and break down market dynamics with a long term view
Recommendations
View all 18
Eurodollar University
Eurodollar University
Jeff Snider
User's avatar
CrossBorder Capital
CrossBorder Capital
Alina Khay
Alina Khay
Alina Khay
The Monetary Commentary
The Monetary Commentary
Monetary Commentary
The ACID Capitalist
The ACID Capitalist
Hugh Hendry

Hidden Asymmetries

AboutArchiveRecommendationsSitemap
© 2026 Shashank Rai · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture