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GDP Growth Impact on Market Bullishness
episode icon On The Margin
Generating Alpha in Macro | Capital Flows
In this episode, Capital Flows joins the show to dis... more
Aug 21 2024 54m
GDP Growth Impact on Market Bullishness
Chapter 1 2 mins
Capital Flows Research & Strategy
Chapter 2 2 mins
Macro Philosophy
Chapter 3 3 mins
Macro Framework
Chapter 4 3 mins
Bullish After VIX Surge
Chapter 5 3 mins
Credit & Duration Risk
Chapter 6 39 sec
Mantra Ad
Chapter 7 6 mins
Interest Rate Expectations
Chapter 8 1 min
Bull Vs Bear Steepener
Chapter 9 3 mins
What's Priced Into The Curve
Chapter 10 38 sec
Permissionless Ad
Chapter 11 5 mins
What's Driving The Equity Bull Market
Chapter 12 2 mins
Upside Tail Risks
Chapter 13 4 mins
Will The Fed Allow An Extended Recession?
Chapter 14 10 mins
Bitcoin Price Drivers
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