Macro Podcast: Interest Rate Views

Further breakdown of the macro report

Aug 26, 2024

∙ Paid

Hello everyone,

After some questions from subscribers, I recorded a short video further breaking down the tensions I laid out in the macro report. Please review the macro report here:

Macro Report: Updated View On Interest Rates

Capital Flows

Aug 25

Macro Report: Updated View On Interest Rates

"The world’s central banks have constructed the hall of mirrors in which every investor has become, of necessity, a speculator."

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For free Subscribers, here are a few snippets from the macro report that will be helpful:

Here is the video where I walk through the macro report for Paid Subscribers:

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