Macro Webinar #2: Recording

Structural Changes / Goldilocks Flows

Capital Flows

Jan 04, 2024

∙ Paid

If you missed it, here is the macro report that was released yesterday:

Comprehensive Macro Report: Structural Support and Cyclical Trends

Capital Flows

Jan 3

Comprehensive Macro Report: Structural Support and Cyclical Trends

We are starting 2024 strong by quantifying the structural dynamics in the US economy and connecting them with cyclical trends. I write a monthly macro report breaking down growth, inflation, and liquidity to show how they impact each major asset class. If you want to see the previous macro report, here are the links:

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Also, here are the articles I mentioned in the webinar:

Real Estate Report: Link
Economic Data Model: Link
How Crypto Fits Into Macro Flows: Link
Forward Curves: Link

Here is the slide deck from the webinar: Link

And here is the recording:

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