Mike Green, SpearPoint, and Capital Flows Podcast

The macro view for trades, equity flows, Mag7 and the next move for rates!

Feb 05, 2024

Hello everyone!

We have a special treat today, we recorded a podcast with

! It was an exceptional conversation covering the current macro regime, equity flows and the specific trades all of us are running. The time flew by and there was so much more to cover so we will definitely be doing a part 2. Enjoy!

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Charts referenced in the podcast:

Check out the most recent equity report and macro report here:

Equity Report by
SpearPoint Management LLC
: Link
Comprehensive Macro Report by
Capital Flows
: Link
Be sure to follow all of Mike’s work at
Michael W. Green
and Twitter.

Inside a luxurious podcast studio located within a large investment bank, three alpha males are seated around an elegant glass table, each dressed in sharp, tailored suits, embodying the essence of professional success and financial acumen. The central figure, with a commanding presence, leads a sophisticated discussion on market trends and financial strategies, his voice confident and persuasive. The other two, equally distinguished in appearance and demeanor, contribute with deep insights, reflecting their expertise in the high-stakes world of finance. The studio is adorned with elements of corporate luxury, including high-end microphones, sleek headphones, and digital screens displaying real-time market data. This setting combines the intensity of financial markets with the engaging format of a podcast, offering listeners an insider’s perspective on the dynamics of investment banking.

SpearPoint Equity Alpha

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