Tomorrow's livestream is Currency Wars and The Repricing Of FX Volatility, streaming at 11:30am PST. Over the last couple of weeks, the livestream has only been for paid subscribers, so tomorrow brings the full format back for both free and paid subscribers.
The first half will go over all of the main ideas from the macro playbook on currency wars and currency volatility. It will be free and streamed to Twitter and YouTube. The second half will focus on all of the proprietary models and proprietary research that is reserved for paid subscribers, and will only be available here on Substack.
Paid subscribers can join the livestream with this link:
In order to get the full context for what we will cover tomorrow, I would encourage you to listen to the short spaces (link) I just did and read the recent article on the new FX regime we are moving into.
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Currency wars framing plus a Pepe in a hoodie standing in front of storm clouds — the visual is doing more regime-shift signaling than the yen symbol next to it.