Macro Strategist, Model Portfolios
Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product. With over a decade of experience in economics and finance, Samuel has held significant roles such as Chief Economist at Avalon Investment & Advisory and Economist and Portfolio Manager at Chilton Capital Management LLC. He is also the author of "After Normal: Making Sense of the Global Economy," and holds a Master’s degree in Economics from the UNH Peter T. Paul College of Business and Economics, as well as having studied Economics at the University of Oxford.
A slower AI buildout could ease financing pressures on technology companies, while reduced trade uncertainty may support equities abroad. Sam Rines, Bradley Krom and Kevin Flanagan assess how the election could affect infrastructure spending, Treasury borrowing and portfolio positioning through 2028.
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Global opportunities are increasingly being shaped by geopolitics, supply chains and divergent economic conditions. Samuel Rines and Matt Wagner explore why looking beyond U.S.-centric benchmarks, and more closely at markets such as Japan, may reveal differentiated opportunities for investors.
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NVIDIA’s revenue grew roughly 22-fold from fiscal 2018 to fiscal 2026, years after the foundational research behind today’s AI boom first appeared. Chris Gannatti and Sam Rines examine whether quantum computing could be experiencing a similarly quiet period when paying attention matters most.
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Geopolitical disruption is reshaping defense, infrastructure, technology and global supply chains, and creating investment opportunities alongside the risks. Sam Rines, Kevin Flanagan & Alejandro Saltiel explore how investors can focus on the companies positioned to benefit from that response, including through WisdomTree’s Opportunity Suite.
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AI could have a bigger impact on quantum computing before quantum has a meaningful impact on AI. Christopher Gannatti and Samuel Rines explain why that shift matters for investors and why the companies enabling both technologies may be the real opportunity.
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The next phase of the AI trade may not be AI itself. It could be the quantum infrastructure required to make fault-tolerant computing possible. Christopher Gannatti and Samuel Rines explain why the little-known “decoder problem” could create new demand across many of the same companies already powering today’s AI boom.
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