Capital Flows

Capital Flows

The Battle for Influence and Capital: How Modern Information Flows Shapes Global Capital Flows

Understanding how narrative warfare, technological acceleration, and geopolitical power shifts are rewriting the pathways of money, risk, and global markets.

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Capital Flows
Dec 11, 2025
∙ Paid

The Battle for Influence and Capital: How Modern Information Flows Shapes Global Capital Flows

For most of financial history, information was scarce and slow-moving.

If you were closer to the data or the decision-makers, you had the edge. Everyone else waited for the morning note or tomorrow’s paper.

Today, we’re in the opposite world:

  • Information is instant and infinite

  • Everyone sees the same headlines at the same time

  • The constraint is no longer access, it’s interpretation

In this environment, edge comes from being at the right place, at the right time, with the right information and framework to act on it.

Tomorrow, Friday, December 12 at 11am EST, I’m hosting a live session.

Macro Livestream Details:

In ~60 minutes, we’ll cover:

  • How the shift from scarce, slow information to abundant, fast information has changed where edge actually lives

  • Why “more data” without a macro framework just adds noise and false confidence

  • How a top-down macro view lets you lock into your specific edge, instead of chasing every narrative and headline

This is a no-cost, live research briefing for PMs, strategists, CIOs, and serious macro/rates practitioners.

At the end, I’ll open invitations to a closed-door working webinar on Saturday morning, December 13 at 11am EST.

In that smaller session, we’ll:

  • Build a practical macro + influence framework you can plug into your existing process

  • Map where your information flow and positioning edge actually are

  • Work through implementation and Q&A with a small group

If you want a clearer top-down map for navigating an age of information overload, start by joining tomorrow’s session.

Here is the link for tomorrow’s livestream:

If all you do is attend the free session, you’ll walk away with a clearer top‑down map of how influence and information are moving capital right now.

But the reality is: edge isn’t a one‑off event.

We’re in an environment where narratives, policy expectations, and positioning can all shift inside a week. To keep an edge, you don’t just need a framework; you need a place where that framework is updated, stress‑tested, and applied in real time.

That’s why I built the Capital Flows Community.

The closed-door livestream link and details are here:

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