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Critical Macro Update: Fed Cuts, Market Crash & 2025 Alpha w/ Capital Flows
Description
In today's episode of The Milk Road Show get into the latest Fed meeting, rate cuts, and the critical macro update you need to know with special guest Capital Flows. He reveals why Wall Street often misinterprets macro trends and how you can gain an edge by understanding these dynamics. Prepare for 2025 and refine your investment strategy.
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🎙 GUEST INFO 🎙
Capital Flows' X: https://x.com/Globalflows
Capital Flows' substack: https://www.capitalflowsresearch.com/about
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⏱ TIME POINTS ⏱
00:00 - Intro
01:25 - Meanwhile
02:03 - REX Shares
02:31 - Why Wall Street doesn't have a good understanding of how assets move?
06:42 - Deciphering asset movement
11:30 - The macro drivers
15:18 - FED meeting analysis
20:36 - Capital Flows outlook for 2025
24:09 - Where are we in the liquidity cycle?
27:30 - Anticipating a pullback
31:06 - When to expect a mac