Mike Green, SpearPoint, and Capital Flows Podcast
The macro view for trades, equity flows, Mag7 and the next move for rates!
Hello everyone!
We have a special treat today, we recorded a podcast with Michael W. Green! 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!
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.
“BlackRock doesn’t make their money on passive management, but on securities lending.” Keep that in mind, thanks Mike.
Wow what an unexpected surprise! Thanks guys!