Investing Notes

Public scratchpad of notes, memos, and references.

# Abingdon Investing & Trading Club - resources

Updated: 2025-10-21T16:33:35Z

This is a simple page so that people can find resources related to the speech I gave at the Abingdon Investment & Trading Club on 24 April 2025.

Critical documents to read

[The Everything Code by Raoul Pal & Julien Bittel](./TEC.pdf)

Investment Community to join

Realvision.com - Free tier but I recommend investing in the Plus Tier or higher (or ask some for it as a gift!)

Knowledgable, reliable YouTube Channels

Jordi Visser - the single most effective analyst currently operating

Forward Guidance - excellent long-form interviews

RealVision - but sign up on the platform, it's got much more

Empire - crypto focussed

In Gold We Trust - more gold focussed

Luke Gromen - outstanding on macro economics

Ben Cowen - hardcore TA with a crypto focus

Ciovacco Capital - hardcore TA on US equity markets

Sankey Research - excellent on the oil markets

Preston Pysh - crypto and macro focussed long-form interviews

High signal-to-noise X accounts to follow

Luke Gromen

Secretary of the US Treasury - Scott Bessent

Le Shrub - Euro Hedge Fund manager

Ronan Manly - precious metals analyst

Emily Jashinsky - Washington DC columnist

Data Republican - data analyst for the remaking of the US economy

Natalie Smolenski - macro economic analyst

Alex Krüger - economist and macro analyst

The Long View - macro commentator

Rev Cap - macro commentator

Geiger Capital - macro commentator

Catherine Herridge - investigative journalist

Peruvian Bull - macro commentator

Darius Dale - macro commentator

Eleanor Terrett - crypto journalist

Alex Thorn - Head of Research at Galaxy, crypto

Saifedean Ammous - Bitcoin economist

Mike Solana - commentator

Quinn Thompson - hedge fund manager in macro and crypto

L0la L33tz - independent journalist

Matthew Sigel - Head of Research at VanEck

Tony Seba - Futurist commentator

Dario Perkins - macro commentator and economicst

Dan Tapiero - crypto hedge fund manager

Vance Spencer - crypto commentator

Cern Basher - Tesla analyst

Jordi Visser - hedge fund manager and analsyt

Gavekal - outstanding on China and macro

Louis Vincent Gave - as above

James Lavish - US debt and macro commentator

Andy Constan - economist

Santiago Capital - aka Brent Johnson, the creator of the "Dollar Milkshake Theory"

Ray Dalio - investing GOAT

MetaLawMan - crypto law

James Seyffart - ETFs and markets at Bloomberg

Michael Shellenberger - independent journalist

Austin Campbell - Professor, ex JPM & Citi, stablecoin expert

Arthur Hayes - crypto and macro commentator

Velina Tchakarova - geo-political analyst