Capital Flows Macro Livestream: 25 Charts Mapping The Credit Cycle
The mental model for risks and opportunities in macro
Capital Flows Macro Livestream: 25 Charts Mapping The Credit Cycle
I’m hosting a live macro session today at 6 pm EST
In this session, we’ll walk through 25 of the most important macro charts right now and use them to build a single, coherent roadmap for the next 3–12 months across:
Growth and inflation
Yield curves and term premia
Liquidity and funding
FX and risk assets
The goal is simple:
You leave with a clear, rate‑driven macro framework you can refer back to, instead of stitching together random threads and headlines.
Here is the link to the livestream:
If you want to go deeper than this session, I’ve organized all my past strategy breakdowns and notes into the educational primers so you can work through the full macro and rates framework step by step.
Hit the link to get instant access to the educational primers and start going through them in order after this call.
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