Capital Flows

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Episodes

1. The KOSPI Is Where Policy Meets The AI Trade
   Sep 22, 2026
2. Credit-Fueled Growth Is Moving the Cycle Forward
   Sep 20, 2026
3. From One Policy Error To The Next
   Sep 17, 2026
4. The Price Of Surviving Monetary Regime Change
   Sep 11, 2026
5. The Great Monetary Escalation
   Sep 7, 2026
6. Complacency Before The Cliff (Bonds)
   Sep 4, 2026
7. “Dollar Devaluation” Is Bearish Equities
   Sep 1, 2026
8. Positioning Into Jackson Hole
   Aug 28, 2026
9. Melt Up or Melt Down Into End Of 2026?
   Aug 25, 2026
10. How Bessent Is Establishing A New Monetary Order
    Aug 20, 2026
11. Equity Positioning Is Setting Up The Next Move In Stocks
    Aug 19, 2026
12. The Next Stage Of Macro Trading
    Aug 18, 2026
13. When Will The Bond Market Stop Crashing?
    Aug 15, 2026
14. The Dangerous Risk Building In Stocks
    Aug 14, 2026
15. The Hidden Mechanics Behind Interest Rates
    Aug 13, 2026
16. Inflation Risk In The Global Economy
    Aug 12, 2026
17. Currency Wars and The Repricing Of FX Volatility
    Aug 11, 2026
18. Capital Flows Livestream Tomorrow
    Aug 10, 2026
19. FX Positioning And The Suppression Of Volatility
    Aug 5, 2026
20. The Misdirection Play: Full Livestream Breakdown
    Aug 4, 2026
21. The Misdirection Play: Warsh and Bessent's Unspoken Pact to Fund AI Dominance
    Aug 3, 2026
22. Video Breakdown: Will Warsh Crash The Stock Market?
    Jul 30, 2026
23. Will Warsh Crash The Stock Market?
    Jul 30, 2026
24. S&P500 Selling Pressure Today
    Jul 29, 2026