About Macro Optics

Built by institutional traders for independent investors.

Macro Optics helps investors make better decisions by focusing on macro context, market structure, and clear execution frameworks

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About Us

Built by practitioners, not marketers

Founded by institutional macro strategists with decades of experience across rates, FX, and cross-asset investing. Their mission is to bring institutional-grade macro thinking to independent investors who lack structured frameworks.

Johnny Szerdi

Johnny Szerdi CEO of Initech

Former institutional macro strategist with deep expertise in cross-asset allocation and global rates markets.

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Aaron Garfinkel – MSRE

Aaron Garfinkel – MSRE Co-Founder — MSRE

Real estate and macro specialist bringing institutional-grade research frameworks to independent investors.

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Mark Garfinkel – CFA, MBA

Mark Garfinkel – CFA, MBA Co-Founder — CFA, MBA

Chartered Financial Analyst with expertise in portfolio construction and systematic macro strategies.

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Our Investment Philosophy

Most investors rely on fragmented information, inconsistent strategies, and emotional decision-making, leading to unclear positioning and inconsistent results.

  • We focus on process, not predictions
  • We prioritize clarity over noise
  • We teach frameworks, not signals
  • We emphasize consistency over short-term wins

Our Framework

Macro Context

Central bank policy, fiscal dynamics, and global capital flows

Market Structure

Market positioning, liquidity analysis, and price action insights

Range Mapping

Key levels, support/resistance zones, and decision points

Execution

Structured entry/exit rules, sizing, and risk management

Active Members
Member Rating
Assets influenced
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  • “The framework is what separates this from every other service. It’s not signals — it’s a genuine system for thinking about markets.”
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    Sarah M.
    Family Office Advisor
  • “I’ve tried dozens of research services. Macro Optics is the only one that actually improved my process, not just my inbox volume.”
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    James T.
    Self-directed Investor
  • “Macro Optics completely changed how I allocate. I went from chasing setups to understanding why markets move — and positioning ahead of it.”
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    Mike Torello
    CEO of Initech
  • “I’ve tried dozens of research services. Macro Optics is the only one that actually improved my process, not just my inbox volume.”
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    James T.
    Self-directed Investor

Is this right for you?

Two ways to start building a macro-first investment process.

This is for you if…

  • You take investing seriously and want a structured approach
  • You are willing to put in the work to build a real skill
  • You value process over predictions
  • You want to understand why markets move, not just what to buy

This is not for you if…

  • You want daily trade signals or stock tips
  • You are looking for passive, zero-effort returns
  • You expect guaranteed results without discipline
  • You prefer following influencers over building your own framework

Choose Your Path

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Speak with our team and see if Macro Optics is right for you.

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