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 research to independent investors.

Johnny Szerdi

Johnny Szerdi – Co-Founder

Former mechanical engineer with expertise in financial publishing and digital assets.

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Aaron Garfinkel – MSRE

Aaron Garfinkel – Co-Founder — MSRE

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

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Mark Garfinkel – CFA, MBA

Mark Garfinkel – 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 headline noise.
  • We teach reliable frameworks, not guesswork.
  • We emphasize long term consistency.

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

Subscribers
Member Rating
Called Bull Markets
Avoided Bear Markets
  • “Johnny and Aaron have help me with some of my biggest problems with investing. They have taught me that there is always money to be made somewhere and how to plan for rotations and markets and to how to read charts on when pull out of a trade before being left in it for too long. They give very good insights into the market and I highly recommend them.”
    Ben Dwan
    Member
  • “The process and education in the program is very indepth, broken into manageable pieces and explained very well. It’s taken me awhile to see the process over time and was a change for me as an only buy and hold style investor. The process with Macro Optics has helped me to take profits, build risk adjusted position size, use the tools available better, and find opportunities I wouldn’t have thought of. Great program.”
    Chris M.
    Member
  • “What I was looking for is exactly what I got. A sense of direction as to the why things are happening on a wholistic scale. To where I can take a general market direction all the way down to a decision on a specific ticker. Just like the teach a man to fish bible verse.”
    Nathan Kul
    Member
  • “My experience with Macro Optics has been very educational and confidence building. I am fairly new to learning about macro economics and from signing up for the 6-week challenge I learned so much that I decided to become a full partner. Having access to the live group chat asking for explanations on current actions in the market has been invaluable on my journey to learning. Through Aaron and Johnny along with the community they have built I am gaining confidence in investing every day.”



    Jamie Mae
    Member

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 own

This is not for you if…

  • You want to copy trade a “guru”
  • You are looking for short term returns
  • You expect guaranteed results without discipline
  • You’re lazy

Choose Your Path

Book a Call

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

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