Capital Flows
@capitalflows.skystack.xyz
Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informat...
This is an automated Substack Account of https://capitalflows.substack.com
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This is an automated Substack Account of https://capitalflows.substack.com
Discover more/Create at: @skystack.xyz
How To Bet On Yourself In 2026 (When No One Else Will) • 10 Brutal Truths About Betting On Yourself
How To Bet On Yourself In 2026 (When No One Else Will)
10 Brutal Truths About Betting On Yourself
www.capitalflowsresearch.com
December 24, 2025 at 3:54 AM
How To Bet On Yourself In 2026 (When No One Else Will) • 10 Brutal Truths About Betting On Yourself
Equity Strategy: Downside? • The risk around equity volatility
Equity Strategy: Downside?
The risk around equity volatility
www.capitalflowsresearch.com
December 17, 2025 at 6:53 PM
Equity Strategy: Downside? • The risk around equity volatility
New Episode: A Macro Conversation with Brent Donnelly on FX • The underlying flows and changes in market that are not talked about
New Episode: A Macro Conversation with Brent Donnelly on FX
The underlying flows and changes in market that are not talked about
www.capitalflowsresearch.com
December 15, 2025 at 9:53 PM
New Episode: A Macro Conversation with Brent Donnelly on FX • The underlying flows and changes in market that are not talked about
Recording + slides from today’s macro session (and tomorrow’s closed‑door invite) • The geopolitical set up for 2026
Recording + slides from today’s macro session (and tomorrow’s closed‑door invite)
The geopolitical set up for 2026
www.capitalflowsresearch.com
December 12, 2025 at 9:53 PM
Recording + slides from today’s macro session (and tomorrow’s closed‑door invite) • The geopolitical set up for 2026
LIVESTREAM REMINDER - STARTS IN 1 HOUR - The Battle for Influence and Capital: How Modern Information Flows Shapes Global Capital Flows • Understanding how narrative warfare, technological acceleration, and geopolitical power shifts are rewriting the pathways of money, risk, and global markets.
LIVESTREAM REMINDER - STARTS IN 1 HOUR - The Battle for Influence and Capital: How Modern Information Flows Shapes Global Capital Flows
Understanding how narrative warfare, technological acceleration, and geopolitical power shifts are rewriting the pathways of money, risk, and global markets.
www.capitalflowsresearch.com
December 12, 2025 at 3:53 PM
LIVESTREAM REMINDER - STARTS IN 1 HOUR - The Battle for Influence and Capital: How Modern Information Flows Shapes Global Capital Flows • Understanding how narrative warfare, technological acceleration, and geopolitical power shifts are rewriting the pathways of money, risk, and global markets.
The Battle for Influence and Capital: How Modern Information Flows Shapes Global Capital Flows • Understanding how narrative warfare, technological acceleration, and geopolitical power shifts are rewriting the pathways of money, risk, and global markets.
The Battle for Influence and Capital: How Modern Information Flows Shapes Global Capital Flows
Understanding how narrative warfare, technological acceleration, and geopolitical power shifts are rewriting the pathways of money, risk, and global markets.
www.capitalflowsresearch.com
December 11, 2025 at 3:53 PM
The Battle for Influence and Capital: How Modern Information Flows Shapes Global Capital Flows • Understanding how narrative warfare, technological acceleration, and geopolitical power shifts are rewriting the pathways of money, risk, and global markets.
Interest Rate Strategy: Macro Liquidity Risks/Reward • How flows of capital are moving post FOMC
Interest Rate Strategy: Macro Liquidity Risks/Reward
How flows of capital are moving post FOMC
www.capitalflowsresearch.com
December 11, 2025 at 3:52 AM
Interest Rate Strategy: Macro Liquidity Risks/Reward • How flows of capital are moving post FOMC
My Large Macro/Crypto Bet • The most asymmetric opportunity in markets right now
My Large Macro/Crypto Bet
The most asymmetric opportunity in markets right now
www.capitalflowsresearch.com
December 9, 2025 at 6:53 PM
My Large Macro/Crypto Bet • The most asymmetric opportunity in markets right now
Capital Flows Macro Livestream: 25 Charts Mapping The Credit Cycle • The mental model for risks and opportunities in macro
Capital Flows Macro Livestream: 25 Charts Mapping The Credit Cycle
The mental model for risks and opportunities in macro
www.capitalflowsresearch.com
December 8, 2025 at 9:54 PM
Capital Flows Macro Livestream: 25 Charts Mapping The Credit Cycle • The mental model for risks and opportunities in macro
The Coming Storm in Global Carry: Japan’s Pivot and the Flows No One Is Watching • A hidden leverage cycle is tightening beneath the surface, and the next major volatility shock will come from the places the consensus assumes are safest.
The Coming Storm in Global Carry: Japan’s Pivot and the Flows No One Is Watching
A hidden leverage cycle is tightening beneath the surface, and the next major volatility shock will come from the places the consensus assumes are safest.
www.capitalflowsresearch.com
December 5, 2025 at 9:52 PM
The Coming Storm in Global Carry: Japan’s Pivot and the Flows No One Is Watching • A hidden leverage cycle is tightening beneath the surface, and the next major volatility shock will come from the places the consensus assumes are safest.
TradingView Model Access • A simple step by step guide to unlock your subscriber access
TradingView Model Access
A simple step by step guide to unlock your subscriber access
www.capitalflowsresearch.com
December 5, 2025 at 9:52 PM
TradingView Model Access • A simple step by step guide to unlock your subscriber access
Live today: building the Capital Flows TradingView models (members only) • Walk through the exact TradingView/Python stack we use to map regimes and flows, live.
Live today: building the Capital Flows TradingView models (members only)
Walk through the exact TradingView/Python stack we use to map regimes and flows, live.
www.capitalflowsresearch.com
December 4, 2025 at 3:53 PM
Live today: building the Capital Flows TradingView models (members only) • Walk through the exact TradingView/Python stack we use to map regimes and flows, live.
AI Risks and Equity Factors As Macro Volatility Rises • How AI Reshapes Style, Value, and Risk Premia When Regimes Break
AI Risks and Equity Factors As Macro Volatility Rises
How AI Reshapes Style, Value, and Risk Premia When Regimes Break
www.capitalflowsresearch.com
December 3, 2025 at 9:54 PM
AI Risks and Equity Factors As Macro Volatility Rises • How AI Reshapes Style, Value, and Risk Premia When Regimes Break
The Coming Storm Playbook: Replay, Resources, and Next Livestream • Tradingview Model Breakdown
The Coming Storm Playbook: Replay, Resources, and Next Livestream
Tradingview Model Breakdown
www.capitalflowsresearch.com
December 2, 2025 at 9:54 PM
The Coming Storm Playbook: Replay, Resources, and Next Livestream • Tradingview Model Breakdown
REMINDER: 24 hours Until Preparing For The Storm: Livestream Playbook • The allocation playbook for the biggest risk in macro
REMINDER: 24 hours Until Preparing For The Storm: Livestream Playbook
The allocation playbook for the biggest risk in macro
www.capitalflowsresearch.com
December 1, 2025 at 6:53 PM
REMINDER: 24 hours Until Preparing For The Storm: Livestream Playbook • The allocation playbook for the biggest risk in macro
Preparing For The Storm: Livestream Playbook • The allocation playbook for the biggest risk in macro
Preparing For The Storm: Livestream Playbook
The allocation playbook for the biggest risk in macro
www.capitalflowsresearch.com
December 1, 2025 at 12:55 AM
Preparing For The Storm: Livestream Playbook • The allocation playbook for the biggest risk in macro
Macro Report: A Storm Is Coming (VIDEO BREAKDOWN) • A video breakdown of the coming macro risks
Macro Report: A Storm Is Coming (VIDEO BREAKDOWN)
A video breakdown of the coming macro risks
www.capitalflowsresearch.com
November 29, 2025 at 6:52 PM
Macro Report: A Storm Is Coming (VIDEO BREAKDOWN) • A video breakdown of the coming macro risks
Macro Report: A Storm Is Coming • How Trump, The Fed, and Trade Are Setting Up Flows For The Largest Macro Move Yet
Macro Report: A Storm Is Coming
How Trump, The Fed, and Trade Are Setting Up Flows For The Largest Macro Move Yet
www.capitalflowsresearch.com
November 26, 2025 at 9:52 PM
Macro Report: A Storm Is Coming • How Trump, The Fed, and Trade Are Setting Up Flows For The Largest Macro Move Yet
Where are we in the liquidity cycle? (FREE LIVESTREAM) • A full breakdown of macro liquidity and WHERE we are in the cycle
Where are we in the liquidity cycle? (FREE LIVESTREAM)
A full breakdown of macro liquidity and WHERE we are in the cycle
www.capitalflowsresearch.com
November 24, 2025 at 8:14 PM
Where are we in the liquidity cycle? (FREE LIVESTREAM) • A full breakdown of macro liquidity and WHERE we are in the cycle
How To Navigate The Macro Uncertainty • The playbook for the largest players in the industry
How To Navigate The Macro Uncertainty
The playbook for the largest players in the industry
www.capitalflowsresearch.com
November 24, 2025 at 8:14 PM
How To Navigate The Macro Uncertainty • The playbook for the largest players in the industry
End Of Week Macro Flows And Live Q&A For Paid Subscribers • An in depth macro analysis after a volatile week
End Of Week Macro Flows And Live Q&A For Paid Subscribers
An in depth macro analysis after a volatile week
www.capitalflowsresearch.com
November 24, 2025 at 8:14 PM
End Of Week Macro Flows And Live Q&A For Paid Subscribers • An in depth macro analysis after a volatile week
Interest Rate & FX Strategy: Carry Trade Risk and The Driver Of The Equity Sell Off • Carry Trade and Equity Risk
Interest Rate & FX Strategy: Carry Trade Risk and The Driver Of The Equity Sell Off
Carry Trade and Equity Risk
www.capitalflowsresearch.com
November 24, 2025 at 8:14 PM
Interest Rate & FX Strategy: Carry Trade Risk and The Driver Of The Equity Sell Off • Carry Trade and Equity Risk
Interest Rate Strategy: OPENING NEW TRADE • The terminal rate and bonds
Interest Rate Strategy: OPENING NEW TRADE
The terminal rate and bonds
www.capitalflowsresearch.com
November 24, 2025 at 8:14 PM
Interest Rate Strategy: OPENING NEW TRADE • The terminal rate and bonds
Equity Strategy: OPENING NEW MACRO TRADES • The set up
Equity Strategy: OPENING NEW MACRO TRADES
The set up
www.capitalflowsresearch.com
November 24, 2025 at 8:14 PM
Equity Strategy: OPENING NEW MACRO TRADES • The set up
Equity Strategy: WHEN Is Bitcoin Going To Bottom Or Is It Moving MUCH LOWER? • A systematic breakdown of BTC’s path, the pressure points, and the signals that define the turn
Equity Strategy: WHEN Is Bitcoin Going To Bottom Or Is It Moving MUCH LOWER?
A systematic breakdown of BTC’s path, the pressure points, and the signals that define the turn
www.capitalflowsresearch.com
November 24, 2025 at 8:14 PM
Equity Strategy: WHEN Is Bitcoin Going To Bottom Or Is It Moving MUCH LOWER? • A systematic breakdown of BTC’s path, the pressure points, and the signals that define the turn