Founded by Joe Zidle — Former Chief Investment Strategist & Partner, Blackstone • Former Head of Investment Strategy, Bank of America Merrill Lynch

Zidle Macro Strategy Group

The uncompromised view. Choose your level of access.

No noise. No consensus. No institutional agenda. Just the analysis at the depth your practice demands.

What ZidleMSG subscribers know that their peers don’t

  • The macro framework driving allocation decisions before the consensus catches up
  • Where the alternatives opportunity set is expanding — and where it’s contracting
  • The structural themes worth building positions around over the next 12–24 months
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The Briefing
The research briefing sophisticated allocators rely on because it doesn’t tell them what they’ve already heard.
$1,499
per year
7-Day Free Trial

  • Real-time Macro & Strategy: Fed policy, rates, and market structure
  • Thematic Research: structural trends shaping allocation decisions
  • Alternatives-informed perspective: eight years inside Blackstone
  • Non-consensus by design: no institutional agenda to protect
  • Consistent weekly cadence
Get The Briefing
The Allocator
The full framework. Not just what the macro means — and what to do with it.
$1,999
per year
7-Day Free Trial

  • Everything in The Briefing
  • Full Allocation Desk analysis: where the opportunity set is, and how to size it
  • Quarterly Allocation Framework: the complete top-down view, built for implementation
  • Priority access to Joe directly: research dialogue on the analysis that matters to your practice
Get The Allocator

Looking for something more?

Beyond the Subscription

Advisory

For institutions that want independent macro thinking working directly inside their investment process.

Custom Engagement  · Limited availability

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  • Everything in The Allocator
  • Dedicated advisory engagement
  • Custom reporting & briefings
  • Direct portfolio consultation
  • Institutional terms available