We have entered one of the most important stretches in markets in a long time. Given the importance of the period we have entered, the macro livestreams will now be reserved for paid subscribers.
You can go back through the past livestreams to see the bigger picture ideas I laid out:
The updated notes on the macro regime and my positions in it are here:
The livestream recording from today, new models, and proprietary report are below the paywall for paid subscribers.