Start Here: Capital Flows – A Daily Macro Map To Take Asymmetric Risk With Conviction

Welcome to Capital Flows,

The video above explains WHAT Capital Flows is and HOW to stack edges to find asymmetric home run trades. The entire goal is to build a base of knowledge over time so that the game comes to you. I want to provide you with all the knowledge and tools you need to accomplish YOUR goals in the markets.

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How It Works, Every Single Trading Day:

• I stream every market session at 11:30 AM MST (1:30 PM ET), 90 minutes before the cash equity close. The livestream is broken into two parts:

  • The Macro Playbook (free): education from first principles, what actually drives markets. Streamed live on X and YouTube, replay linked in every daily article.

  • The Private Members Livestream (only on Substack): everything synthesized into the macro regime and positioning in real time, plus live Q&A.

• If you can’t make it live, you lose nothing. Paid members get the Proprietary Macro Flows & Positioning Report, the full recording, and a synthesized transcript the same day. Under 20 minutes and you’re caught up.

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Next Steps To Take:

• All the educational primers, book recommendations, and financial models: LINK

• Go through the full archive of livestream recordings, transcripts, and proprietary macro reports here: LINK

• Join Capital Flows starting with a 7-day free trial so you can see the entire archive of private livestreams and proprietary reports with zero downside: LINK

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Welcome To Global Macro

- Capital Flows