Capital Flows

Latest episode

Episodes

1. Market Status: Market Bottom or Beginning Of The End?
   Nov 5, 2026
2. Equity Selling Pressure
   Oct 31, 2026
3. The Fed’s Looming Policy Error
   Oct 29, 2026
4. (Video Breakdown) Midterms and The Coming AI Regulatory Crisis
   Oct 27, 2026
5. Midterms and The Coming AI Regulatory Crisis
   Oct 27, 2026
6. Equity and Bond Market Risks (Video Breakdown)
   Oct 23, 2026
7. Credit Cycle Intelligence
   Oct 23, 2026
8. New Interest Rate Regime Model - Volatility is building
   Oct 22, 2026
9. Global Interest Rate Intelligence: Macro Liquidity
   Oct 21, 2026
10. The Volatility No One Escapes - Sovereign Debt Crisis
    Oct 11, 2026
11. Macro Trades: Rates, Energy, and AI Capex Rotations
    Oct 9, 2026
12. What No One Sees Right Now
    Sep 29, 2026
13. Interest Rate Strategy: How High Can They Really Go?
    Sep 24, 2026
14. The KOSPI Is Where Policy Meets The AI Trade
    Sep 22, 2026
15. Credit-Fueled Growth Is Moving the Cycle Forward
    Sep 20, 2026
16. From One Policy Error To The Next
    Sep 17, 2026
17. The Price Of Surviving Monetary Regime Change
    Sep 11, 2026
18. The Great Monetary Escalation
    Sep 7, 2026
19. Complacency Before The Cliff (Bonds)
    Sep 4, 2026
20. “Dollar Devaluation” Is Bearish Equities
    Sep 1, 2026
21. Positioning Into Jackson Hole
    Aug 28, 2026
22. Melt Up or Melt Down Into End Of 2026?
    Aug 25, 2026
23. How Bessent Is Establishing A New Monetary Order
    Aug 20, 2026
24. Equity Positioning Is Setting Up The Next Move In Stocks
    Aug 19, 2026
25. The Next Stage Of Macro Trading
    Aug 18, 2026
26. When Will The Bond Market Stop Crashing?
    Aug 15, 2026
27. The Dangerous Risk Building In Stocks
    Aug 14, 2026
28. The Hidden Mechanics Behind Interest Rates
    Aug 13, 2026
29. Inflation Risk In The Global Economy
    Aug 12, 2026
30. Currency Wars and The Repricing Of FX Volatility
    Aug 11, 2026
31. Capital Flows Livestream Tomorrow
    Aug 10, 2026
32. FX Positioning And The Suppression Of Volatility
    Aug 5, 2026
33. The Misdirection Play: Full Livestream Breakdown
    Aug 4, 2026
34. The Misdirection Play: Warsh and Bessent's Unspoken Pact to Fund AI Dominance
    Aug 3, 2026
35. Video Breakdown: Will Warsh Crash The Stock Market?
    Jul 30, 2026
36. Will Warsh Crash The Stock Market?
    Jul 30, 2026
37. S&P500 Selling Pressure Today
    Jul 29, 2026