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thematic Members 8 min read

The Disappearing Rung

I used to manage a team of highly skilled researchers. When someone recently asked what size team I would need to rebuild that capability today, I said: none. Not a smaller team. Not a leaner one. None. Because of agentic AI. That is not creative destruction. That is creative substitution.

April 17, 2026 by Joe Zidle

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macro & strategy Members Aug 27, 2026

The Man Who Wrote The Book

We are in a historic buildout of AI, and I think this goes the way of every other revolutionary advance. Boom, then bust. This time is not different. Phase One gets the headlines. Phase Two gets the compounding.

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thematic Members Aug 11, 2026

The End of the Beginning

SpaceX has always captured my imagination. So did Asimov, Philip K. Dick, and yes, Star Trek: The Next Generation. What changed is that a public listing makes investing in space tangible. The question is what the risk looks like, and where value gets created.

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thematic Members Jul 23, 2026

The U-Haul Spread

A 26-foot U-Haul from Beverly Hills to Austin costs $6,316 today. The same truck, same day, Austin to Beverly Hills: $2,008. U-Haul is not registering a political opinion; it is solving a logistics problem. For allocators, the price of the truck is trivia; the direction it points is the thesis.

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ZidleMSG is not a registered investment adviser, broker-dealer, or fiduciary. All content is independent macroeconomic research and commentary, published for informational purposes only. Nothing on this website constitutes investment advice, a solicitation, or a recommendation to buy, sell, or hold any security or investment product. ZidleMSG does not manage assets, execute transactions, or provide personalized investment advice. Advisory engagements are limited to macroeconomic research and commentary and do not constitute an investment advisory relationship under the Investment Advisers Act of 1940. Consult a qualified financial professional before making any investment decision. © Zidle Macro Strategy Group. All rights reserved.

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