Macro Report/Insights: Top Down/Bottom Up Conversation
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Capital Flows is the space where I share all my Top-Down/Bottom-up macroeconomic research and show how I am tangibly implementing it in financial markets.
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Macro Report/Insights: Top Down/Bottom Up Conversation
Interest rates and equities
Hey everyone,
I recently had a conversation with the Alchemist Investor who has a lot of experience in bottom-up equity analysis. We’re going to do a number of videos merging our skill sets of bottom-up equity and top-down macro so keep an eye out!
In the video, we covered:
Main Topics:
Top Down Macro View on interest rates and growth
Bearsteepener and its impact on equities
Bottom-up sector view with lead/lag of beta
Individual stock analysis: CRWD 0.00%↑, NVDA 0.00%↑, and DG 0.00%↑
Check out his work on Twitter because he is putting out a lot of great insights and trade ideas: @alchemy_invest
Thanks!
Macro Report/Insights: Top Down/Bottom Up Conversation
This was a great conversation, some of my favorite content! Thank you for all your great work.
please upload the video somewhere where you can increase the speed!