Capital Flows
LOOK AT THE LIVE TAB: I AM STREAMING EVERY WEEKDAY AT 8:30AM MST Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informational edge to execute home run trades across rates, FX, and risk assets that achieve exceptional returns. When you trade with leverage, size, and conviction, the margin for error becomes incredibly narrow. This demands precision and discipline because it takes courage to ride a winner. Volatili...
14,300 subscribers
221 episodes
Who and what this show talks about
Named in the one analyzed episode so far.
- Ninja Trader (Company)
- Discord (Company)
- OpenAI (Company)
- Nvidia (Company)
- Substack (Company)
- Oracle Corporation (Company)
- Anthropic (Company)
- FOMC (Event)
- Microsoft (Company)
- Intel Corporation (Company)
- GDP (Concept)
- CPI (Concept)
- Farm D (Person)
- SMH (Product)
- IGV (Product)
- SMH ETF (Product)
- IGV ETF (Product)
- Liquidity (Concept)
- Geopolitical Risk Premium (Concept)
- Bare Market (Concept)
Themes
- Substack and GDP: Substack, GDP, Jerome Powell, IGV, SMH ETF, Bare Market
- Farm D and FOMC: Farm D, FOMC, S&P 500, CPI, Microsoft, SMH
- Ken Griffin and PCE: Ken Griffin, PCE, AI Adoption Rate, Marco Papek, Russell, Emperor Palpatine
- Nvidia and Oracle Corporation: Nvidia, Oracle Corporation, Anthropic, OpenAI, Mandy & Ralph Ellison
- Twitter and Discord: Twitter, Discord, Intel Corporation, Credit Cycle, Call skew
Mentioned together
- OpenAI and Anthropic: competes with
- Nvidia and Anthropic: invested in
- Mandy & Ralph Ellison and Oracle Corporation: founded
- Oracle Corporation and Anthropic: together in one episode
- Anthropic and Mandy & Ralph Ellison: together in one episode
- Nvidia and OpenAI: invested in
- Farm D and S&P 500: recommends
- Farm D and Nvidia: recommends
- Farm D and Microsoft: recommends
- FOMC and Farm D: together in one episode