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Podcast: Inflection Point
Episode: Generating Alpha In Macro | Capital Flows
Description: In this episode, Capital Flows joins the show to discuss his macro philosophy & framework, why he was bullish after the VIX surge, and his views on the yield curve. We also discuss the equity bull market, whether the Fed will allow a recession, and the key drivers of bitcoin's price. Enjoy!--Follow Capital Flows: https://x.com/GlobalflowsCapital Flows Substack: https://www.capitalflowsresearch.com/Follow Felix: https://x.com/fejau_incFollow On The Margin: https://twitter.com/OnTheMarginPodOn The Margin Newsletter: https://blockworks...