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PauloMacro’s Substack Podcast
Fly on the Wall with Shrub & Cloudbear — 17 July 2025
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Fly on the Wall with Shrub & Cloudbear — 17 July 2025

US Subsidies for Strategic Minerals, Will Powell Be Fired, Debasement Trades, & More
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I had another chance to catch up with my BFF

today, bouncing around the market and all the madness of the past couple of weeks. We spent some time talking about the recent rare earth miners deal with MP and of course — what will happen to Powell and the Fed.

Hope everyone is having a great summer so far. As always, kindly yours,

Paulo aka Cloudbear

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