Macro newsletter
Henrik's Portfolio (Henrik Zeberg): review of price, cadence & strategy
Macro economist Henrik Zeberg shows his own portfolio and how he invests through the business cycle.
Henrik's Portfolio is a separate Substack from Henrik Zeberg's main macro letter. He describes it as the place where he shows his portfolio and how he invests during the business cycle. Most recent posts were for paying subscribers when we checked. Prices are the publication's web subscription prices on Substack.
Want to see what you get before paying? Read recent issues in the official archive.
Facts checked on 2026-10-29 at the official page. Prices can change; confirm before you subscribe. We do not publish ratings or performance claims.
Similar newsletters
Unusual Whales Newsletter
Free Wednesday lessons on markets and options, plus a Sunday market outlook.
The Transcript
The most telling quotes from each week's earnings calls, in one email.
The Kobeissi Letter
A weekly macro and markets letter with a chart of the week and mid-week updates.