Aum Joshi

I spend my time watching markets and trying to make sense of where the world is heading — tracking central banks, politics, capital flows, and the stories driving price.

On this site you’ll find two things:

• Essays — longer pieces published on Substack, covering macro, markets, and the occasional detour into philosophy and life.
• Quick takes — shorter thoughts I post on Twitter/X when something catches my eye intraday.

If any of it resonates, subscribe below or drop me a line. Always happy to trade ideas.