COMPUTE IS THE NEW OIL
LIVESTREAM/PROPIETARY REPORT
COMPUTE IS THE NEW OIL
We are moving into a new era for the Capital Flows Livestream. The first section will continue to be free, which will cover the major ideas and macro mechanics that you need to orient yourself in the macro context. The second section for paid members now has a proprietary report and comprehensively explains every level of the macro regime so you can have conviction and clarity.
The entire goal is to have a livestream that breaks everything down for you and a synthesized report where you can get the bottom-line takeaways (sub 20 min read).
You can watch the first section here:
The Macro Playbook from the free section of the stream can be found here:
Deck From Jaymes: https://silver-hamster-610e3b.netlify.app/
PDF explaining macro:
Tomorrow’s Livestream:
As I laid out in the livestream, the first section of the stream will be streamed to Twitter, YouTube, and Substack. Once we enter the paid members section covering the proprietary research, it will only be available on Substack for paid members.
Tomorrow’s livestream on “The Warsh Regime Change and The Credit Cycle” will be available here:
The free section of the stream and then the following private members section will be streamed here on Substack:
Proprietary Report On COMPUTE IS THE NEW OIL
Here is the proprietary report from the members’ livestream:
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