Strategic Macro Modeling Advisory

I work with a small number of professionals and teams each year on complex macro modeling challenges—whether through strategic advisory relationships, executive mentorship, or the SmartMacro Academy's online and in-person courses. My approach draws from both worlds I've lived in: the quantitative rigor of academia and the practical wisdom gained managing real capital and advising policy institutions through multiple market cycles.

My expertise centers on building dependable analytical frameworks for institutional macro analysis. I specialize in global macro modeling and forecasting, AI and machine learning integration, and translating economic insights into practical investment and asset allocation strategies. The more sophisticated our tools become, the more essential it is to understand the fundamentals that make them work properly.

I work with rising analysts, research directors, economists, and portfolio managers across the institutional landscape where I've built trusted relationships over two decades. These are practitioners wrestling with the same problems I've faced—models that work in theory but break in practice, pressure to deliver reliable forecasts in uncertain times, and the challenge of translating academic methods into institutional reality.