
Capital Flows
@Globalflows • 221,456 subscribers
Christian | Global macro trader
Shorts
Videos

The imminent devaluation of the Yen and its impact on your portfolio
Capital Flows2,315,817 次观看 • 7 个月前

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 Flows364,436 次观看 • 1 年前

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 次观看 • 1 年前

Interest rates determine the rise and fall of nations The entire picture for rates is laid out in this video and all of the connected models I shared (they're free) 0:00 - Interest Rates Decide Which Nations Rise and Fall 3:16 - The Equity Melt Up Is Forced Buying Not Euphoria 10:00 - The Free Education Hub Every Macro Trader Should Download 17:24 - The Recession Narrative Does Not Survive the Data 29:59 - The Market Cannot Decide if the Next Move Is a Hike 31:43 - December 2026 SOFR Is Now the Biggest Contract in History 40:17 - Japan Funds Itself at the Short End and the Yen Pays the Price 52:40 - Rate Volatility Pools at Catalysts and CPI Is the Next One 1:02:40 - The SOFR Calendar Spreads That Reveal the Fed's Endgame 1:11:37 - Single Stock Futures Will Rewire Hedging Flows 1:22:43 - Q&A on Japanese Bills, Fed Myths, and Modeling Regimes
Capital Flows41,770 次观看 • 1 个月前