Capital Flows

Capital Flows

End Of Week Macro Flows And Live Q&A For Paid Subscribers

An in depth macro analysis after a volatile week

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Capital Flows
Nov 21, 2025
∙ Paid

End Of Week Macro Flows And Live Q&A For Paid Subscribers

After one of the most volatile weeks we’ve seen in a while, I’m going live today at market close for a deep-dive Q&A on what actually mattered and how I’m thinking about rates, equities, and Bitcoin from here.

I’ll be starting the livestream right at the close (in exactly 1 hour), and we’ll walk through:

  • The key moves behind this week’s rate volatility

  • How I’m framing risk and opportunity going into next week

  • Live Q&A for paid subscribers

This session is hosted on a private livestream.
You can join using the private link below.

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