Source Portfolio

Big Cycle / Changing World Order

Bridgewater Associates founder. Tracks rise/decline of empires through debt cycles, internal conflict, and external power shifts. Currently very vocal about Iran war as potential US empire inflection point. Suez 1956 parallel = his signature call.

Larsson Line technical analysis

Weekly TA reports (Fridays). Color-coded signal system. Christoph has lifetime course access. Price action + structure.

Predictive History — structural historical analysis + game theory + Asimov-inspired psychohistory

Chinese-Canadian educator (Yale grad), teaches at Moonshot Academy in Beijing. Called Trump's return AND the Iran war in a May 2024 lecture — both confirmed. Uses civilizational decline patterns (Athens/Sicilian Expedition, Rome, Britain). Substack paywalled but YouTube has full lectures.

Fiscal dominance / sovereign debt cycles / 'three pillar portfolio'

One of the most respected independent macro analysts. Her 'fiscal dominance' thesis explains why sovereign debt bubbles and wars feed on each other. March 2026 newsletter covers Iran war impact on her 'gradual print' scenario + stagflation portfolio positioning. Free newsletter archives on site. Christoph flagged as 'mainly for financial stuff'.

Censorship Industrial Complex — maps the state-NGO-tech nexus that controls online narrative. Shows how 'internet freedom' tools built by CIA/State Dept for regime change abroad got turned inward to manage domestic populations.

Former State Dept cyber official. Runs Foundation for Freedom Online. Broke open the 'Censorship Industrial Complex' — the network of government agencies, NGOs, and tech platforms coordinating narrative control. His framework explains HOW hegemony maintains information dominance: not just military and monetary control, but control of what populations are allowed to think and say. Critical missing piece in our stack — covers the information/narrative control layer of US hegemony that no other source addresses. Recent coverage: Meta/TikTok dropping E2E encryption, digital ID push, EU fining X via US-funded NGOs. S-tier because he's the primary framework source for understanding information control as a tool of empire, same way Lyn Alden is for fiscal dominance.

Deep anti-war analysis rooted in exhaustive knowledge of US foreign policy history. Interviews primary sources — ex-intelligence, military, diplomats, journalists on the ground.

The hub of the anti-war analysis network. Director of Libertarian Institute, editorial director of Antiwar.com, regular on Dave Smith's POTP, co-host of Provoked, did Lex Fridman #478. Daily interview show with deep-cut guests (Larry Johnson, Joe Kent, Matt Hoh, Shaiel Ben-Ephraim). Author of several books on US wars. S-tier because he IS the primary framework source for foreign policy in this stack — everyone else in the anti-war space orbits him.

Anti-interventionist foreign policy analysis. Strong on Iran war coverage — daily shows with former intelligence/military guests (Larry Johnson, Matt Hoh, Darryl Cooper). Good counterweight to mainstream war narratives. Christoph explicitly flagged as a source for the news project. A-tier because it's excellent reporting/analysis but more journalistic than framework-building.

Bitcoin as escape hatch from fiscal dominance / financial-industrial complex / multipolar monetary transition

Bitcoin OG, early investor in Coinbase, Kraken, BitFinex, Circle, Robinhood. CEO of BnkToTheFuture. Author of 'Bank to the Future'. His lens: connects geopolitics → monetary system → Bitcoin as the logical endpoint. Weekly 'Hard Talk' livestreams — latest covers Iran War Week 3 and 'Financial Industrial Complex Settlement Phase'. Argues US is pursuing fiscal dominance while multipolar currency order accelerates, and Bitcoin's PoW is the ultimate resistance to CBDCs/surveillance. Strong crypto background, geopolitical takes are newer but interesting — bridges the gap between pure-crypto and macro-geopolitical analysis. Christoph flagged geopolitical takes as 'interesting but unproven' — starting at A-tier, can move to S if his geo analysis holds up.

Non-interventionist libertarian analysis — consistent anti-war framework applied regardless of party in power

Brooklyn-raised comedian/podcaster, Mises Caucus, close with Rogan. Hosts Part of the Problem with Robbie Bernstein. What sets him apart: ideological consistency — same anti-war stance under Obama, Trump 1.0, and Trump 2.0. Has been laser-focused on Iran war (eps 1366-1372). Brings on strong guests like Scott Horton for deep foreign policy dives. Also co-hosts Legion of Skanks (comedy). Christoph flagged as 'sane, sensible, cohesive baseline' — high signal-to-noise for cutting through war propaganda and government messaging.

The OG anti-war news site — founded 1995. Combined feed gives breaking news wire + opinion/analysis columns. Kyle Anzalone bridges this and the Libertarian Institute. Scott Horton is editorial director here AND a frequent Dave Smith guest. Strong overlap with the libertarian anti-war network in our source stack. Ron Paul, John Mearsheimer columns appear here regularly.

European sovereignty critique — anti-EU-centralization, pro-national sovereignty, connects monetary policy to political control. Left-wing economically but anti-establishment on war/EU governance.

Italian-British author and journalist. 'Mainstream-defying reflections on (geo)politics, economics, war, energy and life.' Wrote 'The Battle for Europe' and 'Reclaiming the State.' Rare voice: left-wing economics but aligned with anti-war/anti-establishment positions on EU governance, NATO, and information control. Fills our European domestic politics gap. A-tier — strong original analysis on EU/Europe but less track record on broader geopolitical prediction.

Techno-feudalism / post-capitalist critique — argues capitalism has been replaced by a new feudalism driven by Big Tech platforms and central bank money. EU fiscal architecture as democratic deficit.

Former Greek Finance Minister, famously fought the Troika during Greek debt crisis (2015). Economist, author of 'Technofeudalism' and 'Adults in the Room.' Founded DiEM25/MERA25 (pan-European political movement). He LIVED the Layer 1 institutional pressure — the EU/ECB/IMF literally crushed his country's democratic mandate. First-hand experience of how hegemonic instruments override popular will. A-tier — brilliant framework thinker, but sometimes more theoretical than actionable.

Investigative journalism on censorship-industrial complex + energy realism. Bridges Mike Benz's institutional analysis with on-the-ground journalism.

Journalist, author, ran for CA governor. Runs 'Public' on Substack — 'Reporting on free speech, civilization, and humanity.' Was one of the journalists who broke the Twitter Files (with Matt Taibbi and Bari Weiss), exposing government-Big Tech censorship coordination. Also strong on energy policy realism (nuclear advocate, debunks climate alarmism). Complements Mike Benz — Benz maps the system, Shellenberger breaks the individual stories. A-tier — excellent investigative work, less framework-building than Benz.

Civil libertarian journalism — consistent anti-surveillance, anti-censorship, anti-war regardless of which party is in power. Media criticism as a discipline.

Pulitzer Prize winner for the Snowden NSA revelations. Co-founded The Intercept, left over censorship of his own Biden reporting. Now independent on Substack + Rumble. Like Dave Smith, what distinguishes him is ideological consistency — same civil liberties stance under Obama, Trump, Biden, Trump 2.0. Strong on exposing the security state/surveillance apparatus and media as propaganda arm. Complements the Benz/Shellenberger information control coverage from a constitutional/legal angle. A-tier — proven track record, sometimes more reactive than framework-building.

Left-right populist convergence — two hosts from opposite ends of the spectrum agreeing on anti-establishment fundamentals: anti-war, anti-corporate-media, anti-elite-capture.

Krystal Ball (progressive) and Saagar Enjeti (conservative) broke from The Hill's Rising to go independent. Massive YouTube reach (1.5M+ subs). Their value: shows where left and right populism converge — which is exactly where the real anti-establishment energy lives. Daily show covering politics, foreign policy, media. Good barometer for 'what normal anti-establishment people are thinking' vs. our more specialized analysts. A-tier — broad coverage, high signal-to-noise, but more journalistic commentary than original framework.