The Misdirection Play: Full Livestream Breakdown
LIVESTREAM RECORDING
The article below lays out the misdirection play Warsh and Bessent are running underneath the AI trade. Today’s livestream is the full breakdown of that framework and HOW it connects to the live regime and positioning right now.
I would encourage you to read the article first, then watch the recording attached: The Misdirection Play: Warsh and Bessent’s Unspoken Pact to Fund AI Dominance
The Misdirection Play: Warsh and Bessent's Unspoken Pact to Fund AI Dominance
There is a larger game at play right now inside the political establishment, one that is systematically orchestrating the movement of global capital flows and trade to secure US dominance in the AI arms race. Few people even recognize the chess pieces being moved in the background because the players themselves are concealing their actions and misdirect…
Tomorrow’s Livestream: FX Positioning And The Suppression Of Volatility
FX positioning has become one of the most crowded expressions in macro while volatility across currencies continues to compress. The stream will map WHERE positioning is concentrated, HOW volatility is being suppressed, and WHAT breaks the regime.
Paid subscribers can join the livestream with this link (the stream will only be available on Substack for paid subscribers):
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