Hey everyone, I hope your week went well! We have several fun things to go over today: First, I did a video breakdown explaining some of my macro views, how to think about risk management, and the nuggets of wisdom I am thinking about this week. Here are the items I referenced in the video above:
Good stuff as always, do you have the word doc or sorts for us to reference to for what sorts of models? Also, any way that we can contribute as well?
I dont have a word doc. I have synthisized all the educational primers in the pinned substack: https://www.capitalflowsresearch.com/p/research-synthesis-direction-of-capital
For contributing, feel free to join the discord. people are working on stuff in there