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.
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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Taiwan produces more than 90% of the world’s leading-edge chips, making it one of the most important geopolitical chokepoints in global markets. Christopher Gannatti and Samuel Rines explain why investors should think beyond defense stocks and focus instead on the “Strategic Processing Reserve” of compute, cybersecurity, rare earths and supply-chain resilience.
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Markets may look uncertain, but the underlying fundamentals tell a more balanced story. Samuel Rines explains why geopolitics, valuations and macro trends still support a constructive outlook for investors.
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Currency markets are being reshaped by diverging global policy paths, creating new, actionable opportunities for investors. Christopher Gannatti and Samuel Rines argue that currency should be treated as an active lever, using dynamic hedging across regions like Japan, Europe and commodity-linked markets to capture shifting macro advantages.
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Geopolitical volatility is driving market headlines, but the underlying economic backdrop remains more stable than it appears. Samuel Rines, Kevin Flanagan and Jeff Weniger explore why growth is holding up, bonds are regaining appeal and the U.S. dollar may be poised to strengthen.
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Defense spending in Europe and Asia is shifting from a cyclical trade to a structural supercycle. Jonathan Flynn and Samuel Rines explore how modernization, inventory replenishment and technological innovation are reshaping global defense, and why investors may want differentiated exposure beyond traditional international indexes.
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