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New product: Kairos Capital Advisors launches policy-driven investment newsletter

Readers of Tradestreaming may remember I recently interviewed James Juliano, a partner at Kairos Capital (see Investing Using Policy as a Guide).

Kairos is a boutique shop that runs portfolios using a battle-tested form of policy analysis that’s been the life’s work of founder, Russell Redenbaugh.

New investment newsletter that takes a top-down approach

With policy research as its backbone, the firm has launched a weekly newsletter called Reading the World.

Subscribers to the newsletter will receive a weekly missive with:

  1. 10+ pages of analysis
  2. first, the news: Reading the World begins by curating the important macroeconomic news stories of the week. So, if policy decisions are tipping against universal healthcare, readers will now about it.
  3. next, what to do with your money: Once readers are informed of the week’s impactful events, readers are given access to what Kairos calls The Allocator. While it’s not a buy list, it is a dashboard that labels each asset class as green, yellow, or red.from Kairos Capital
  4. Allocate accordingly: lastly, investors get to see where Kairos is positioning itself and what the relative weightings are of each asset class in a portfolio.

Pretty interesting stuff and it will cost you about $300/year (there’s a 2 week trial, as well).

If you’re interested, check out the Reading the World newsletter.

Example Post

Tradestreaming Deep Dive: Amazon and Capital One?

  • TS's Tanaya Macheel wrote a contrarian piece on why a potential Amazon acquisition of Capital One actually makes sense.

  • She joins us on the podcast for a deep dive into the story.

Author Name | MARCH 03, 2017
Example Post

Trulioo’s Stephen Ufford: Regtech is the sexiest part of fintech

  • TS's Tanaya Macheel wrote a contrarian piece on why a potential Amazon acquisition of Capital One actually makes sense.

  • She joins us on the podcast for a deep dive into the story.

Author Name | MARCH 03, 2017