CAPITAL FLOWS UPDATED LIVESTREAM
The next stage for capital flows
There are some new changes that I want to share with you as we move into the next stage of Capital Flows.
If you are actively managing risk in markets, then the only way to navigate this new world is by understanding HOW the largest macro drivers are shifting and WHAT the most asymmetric bets are.
Tomorrow at 11:30 am MST (1.5 hours before cash equity close), I will be laying out the new changes for the Capital Flows Livestream and covering the most mispriced AND misunderstood idea in the markets right now: Compute is the new oil
I will have something special for everyone who is at the livestream. Here is the YouTube link to join:
And you can join via Substack with this link:
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