Discover more from Capital Flows
Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informational edge to execute home run trades across rates, FX, and risk assets that achieve exceptional returns.
Over 17,000 subscribers
Already have an account? Sign in
Macro Podcast: Where are we in macro?
Are we in a recession? Is something about to blow up?
I recorded a podcast covering the following topics:
Are we in a recession?
What is the deal with credit risk and defaults?
What is the deal with the yield curve?
Is something going to “blow up” and cause the system to collapse?
What are the fundamental principles for making decisions when everyone has no clue what they are doing?
Here is the macro report I referenced:
You can check out the Blockworks Podcast and all of the other major Capital Flows Podcasts I have done here: Link
Excellent work! Again!
I agree, excellent work!!