
Capital Flows
@Globalflows • 162,850 subscribers
Christian | Mapping the macro regime across rates, FX & equities to find home run trades | Streaming live every weekday at 8:30am MST | Free daily reports ⬇️
Shorts
Videos

The imminent devaluation of the Yen and its impact on your portfolio
Capital Flows2,312,144 views • 4 months ago

The AI Reflexivity Loop (this moment will define you) None of this will end well
Capital Flows154,160 views • 3 months ago

Credit Cycle Blow-Off: The Boom Before the Bust: ALL OF THE PLAYBOOKS ARE LINKED BELOW AND FREE: - Credit Cycle Playbook - Path Dependent Framework For Capital Flows - The S&P 500 Macro Regime Playbook - The Bitcoin Macro Regime Playbook - Interest Rate Trading Playbook - Macro Thesis Development Playbook - Consumer Macroeconomic Playbook
Capital Flows361,167 views • 9 months ago

Inside Hyperliquid Strategies: CEO David Schamis on PURR, NAV, and the Future of Hyperliquid
Capital Flows122,795 views • 3 months ago

The Macro End Game For Equities, Interest, Rates, Bitcoin, and Gold Volatility is coming
Capital Flows263,032 views • 11 months ago

Christmas Gift 🎅🎄 Macro Rate Matrix Dashboard Launch (100% FREE) - Spreadsheet providing you tools for the macro regime - Drivers of compound returns - All of the educational material you will ever need on growth, inflation, liquidity, and interest rates Merry Christmas frens
Capital Flows363,761 views • 1 year ago

My views on the April 9th Livestream - Bearish Crude - Bullish US equities - Bullish Bitcoin - Bearish the dollar - Bullish Gold & silver - Bullish PURR - Bullish Korean & Japanese equities - Bearish USDCNH - Rates neutral to down/stocks outperform bonds Welcome to global macro
Capital Flows39,155 views • 1 month ago

Central Banks on the Edge: The Global Cost of Policy Error
Capital Flows144,862 views • 11 months ago

This guy knows more about economics and geopolitics than most Goldman bros
Capital Flows133,395 views • 1 year ago

NEW PODCAST: Macro deep dive with ʎllǝuuop ʇuǝɹq on FX We unpack how central banks, rate differentials and positioning are driving FX now and what that means for trades and risk in the months ahead If you care about macro/FX strategy, this one’s worth a listen
Capital Flows69,847 views • 5 months ago