About ‘Alt Macro’
How often have you come across a famous news outlet talking about the outsized gains investors are making on an opportunity that you never took action on?
Or worse, you keep discovering these nuggets only after their value explodes upwards.
Maybe knowing the next big thing means mingling with people “in the know”?
That could be true, but what you really need is to grasp what all institutional and pro investors understand: markets are made up of narratives.
Let me explain.
Narratives are the themes and trends that move markets.
Like little sparks, when exposed to just the right amount of dry foliage and wind, they turn into wildfires and spread faster than you can keep up.
The pros monitor each spark and place their bets on those most likely to meet the right conditions. They usually have teams of analysts or expensive consultants that uncover these opportunities, measure their potential, gauge the risks, and read the wind.
Why all the fuss? You may ask…
Because it’s a sh*tshow out there.
We are in the middle of a storm with soaring debt, inflation, reshaping of the global order, hyper-digitization, and AI taking jobs.
Within this sea of noise are the signals we need to catch. These are the hidden trends that will create exponential change tomorrow. It’s where outsized gains await the bold and analytical.
This is Alt Macro
Alt Macro is a brief and punchy newsletter that each week profiles a new investment narrative. In the few minutes you take to read it, you will get just enough information to spark your curiosity about an under-the-radar opportunity.
It covers Bitcoin, cryptocurrencies, exponential technologies, and other alternative assets driven by shifting macro forces.
You will stay ahead of what’s brewing below the surface - the forces shaping the world tomorrow: culture, geopolitics, economics, technology, and others.
Consider this your zero-hype and balanced source for all the rabbit holes you can pursue for your next big opportunity.
Discover contrarian and alternative investment themes before they become mainstream.
You come here to stay ahead, not just informed.
As always - do your research, and don’t consider anything at Alt Macro to be financial or investment advice.
Who this is for:
From ordinary to professional investors who understand the importance of education on market themes and forces
Investors looking to learn about markets that will mature in the mid to long-term, and not for quick price pumps
Business executives and professionals that want a bird’s eye view of the industries and innovations around them so they can stay ahead of the curve and keep their edge
(Aspiring) entrepreneurs will find the information useful to either start or enhance their business
Curious learners and intellectuals who want to keep up with the latest in technology and macro trends
Investors who understand the risks and volatility that come with high growth and exponential innovations
Who this is NOT for:
Individuals seeking investment or financial advice
Short-term traders looking for fast gains and profits
Investors wanting commentary on conservative plays, blue-chip opportunities, and trends within “traditional” and established markets
Meet Sunya Kohli:
Hey, I’m Sunya.
People closest to me know how obsessed I am with the future. I live for the moments when I witness a simple thesis become reality. It’s a thing of magic.
As an entrepreneur and investor, it’s a lifestyle of mine to ‘read the world’, spot trends, and indulge in breakthroughs.
Here are a few things that give me the edge:
I’m a ‘third culture kid’, raised within the ways and mores of India, East Africa, and North America. I’ve also traveled solo through 40+ countries, built businesses on three continents, and speak five languages. I have an unfair advantage when understanding the potential of a system to expand globally.
I’ve spent nearly two decades building innovative companies in uncertain and developing markets. Unlike passive investors, I have an eye for evaluating strategy, risk, and the internal dynamics of a venture.
My professional and academic backgrounds are in Finance and Economics. An investment's financial and technical dynamics are therefore critical to my analyses.
I’m a student of history and philosophy. This helps me understand the macro trends and big-picture direction of development and civilization.
Lastly and certainly most importantly - meditation and prioritizing my mental health keep my mind clear and focused, freeing me from prejudices or biases.
If you want to learn more about some calls I’ve made in the past and some key narratives that I believe will lead us forward, check out this article.
If there is an emerging industry or trend you want to share with me, or if you just want to say hi - drop me a line! I would love to hear from you.
It’s important to note that I am not qualified to give financial or investment advice. All material presented in Alt Macro and its newsletter is for informational purposes only.
