Macro Webinar: Macro Views, Market Flows and Q&A
Learning well
Hey everyone,
Here is the macro video where I cover how to think about the economic situation, market flows and learning well.
Here is the synthesis of all the educational articles:
Research Synthesis / Direction Of Capital Flows Substack
Hello everyone, There has never been a time in history when understanding the world from a global perspective and interpreting it accurately paid such a high premium. Since the very beginning of this Substack, I have talked about the nature of the time we live in and how to act intentionally in it.
Here is the most recent macro report:
Comprehensive Macro Report
Intro: As I noted in the 1-year accomplishment article (link): Get ready to move A LOT faster This macro report is just the beginning. I will be releasing several additional alpha reports this week for paid subscribers. As a reminder, the price of the Substack will be increasing to $60 a month ($720 annually) on March 31st. If you Subscribe BEFORE then you can lock in the lower rate of $50 a month ($600 annually).
And the most recent asset class report:
Asset Class Report: Bonds and FX
FX and bonds are two of the cleanest expressions of global macro trading. No one cares about bonds or FX until their volatility begins impacting equities. Just think about how no one cared about interest rates until 2022. Now everyone can’t stop talking about it!
Keep learning!
