Capital Flows

Capital Flows

Macro Podcast: Rates, Recession, and Risk Assets

Where is TLT going?

Capital Flows's avatar
Capital Flows
Jul 10, 2024
∙ Paid

Hey everyone,

I took a moment to share how I am thinking about the macro backdrop and further explain the research I have been publishing. If you want to see the most recent interest rate report, it’s here:


Podcast:


Notes On Trades:

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