HeyJaredCollective Insights
Notes and insights from inside the Collective network — real conversations, real places, real ideas.
- Indexed issues, last 90 days
- 11
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- Sep 26, 2026
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- Jul 3, 2026
Latest issues
The Roundtable Sessions: Les Deux Vincent (opens the original)
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On September 17, 2026, with the yen near 160 and hike bets rising, Collective members joined Vincent Deluard and Louis-Vincent Gave for the last hours before the Bank of Japan’s decision, hosted by Robert Mullin. We scheduled it in the evening so Louis could join from Hong Kong, where it was already Friday morning. The next day the BoJ raised its policy rate to a 31-year high and the yen fell on the decision.Vincent Deluard is director of global macro strategy at StoneX, where he is known for a
The Roundtable Sessions, Vol. 2 (opens the original)
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One of the best parts of building Collective has been watching the same threads surface across very different rooms; a dinner in New York, a call in the spring, a few days together in Krakow. People who have never met keep arriving at the same questions from different directions. The Roundtable Sessions exist to bring those people together and let the conversation happen live.None of these topics came from a pre-determined content calendar. Each one traces back to a specific moment, something so
On the Phone With...Vincent Deluard, StoneX (opens the original)
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This is your executive briefing from Collective’s ongoing member call series, connecting investors and entrepreneurs with leading experts across markets, policy, and strategy. Available in full to paid Insights subscribers.<img alt="" class="sizing-normal" height="50"
On the Phone with...Jesse Michels, American Alchemy (opens the original)
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This is your executive briefing from Collective’s ongoing member call series, connecting investors and entrepreneurs with leading experts across markets, policy, and strategy. Available in full to paid Insights subscribers.Jesse Michels is the creator and host of American Alchemy, a show where credentialed insiders from aerospace, intelligence, and frontier science say things on camera they were never supposed to say. He came up through internships with Charlie Rose and Jon Stewart, worked on AI
Collective Conversations: Pippa Malmgren & Izabella Kaminska (opens the original)
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This is a free preview of a paid episode. To hear more, visit collectivemembership.substack.com Pippa Malmgren put a pointed question to Izabella Kaminska in Kraków: “Are we heading towards something on Ukraine? And if yes, what does it mean for Poland? And if no, what does it mean for Poland?” Izabella’s answer is that it barely matters: “Poland’s future is going to be aligned in defense either way.” From here, their conversation traces Poland’s improbable rise (an economy now on par with the U
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