Hosted by Unknown Host · 🇺🇸 us · EN · 3 episodes
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Macro & Flow: The Weekly Narrative By Orestes Capital Management Cut through the noise. Find the signal. Follow the flow. In an era of information overload, Macro & Flow provides the definitive institutional briefing for the sophisticated investor. Hosted by Marcus and Elena, this weekly deep dive moves beyond headlines to analyze the structural forces driving global markets. Each episode is anchored by the proprietary OCM PCA Model, our quantitative engine for identifying shifting macro regimes, factor loadings, and policy liquidity trends.
Unknown Host hosts Macro & Flows by Orestes Capital, a general show with 3 episodes published.
Markets are still climbing, but the signal beneath the rally is getting harder to read. In this episode of Macros & Flows, we break down why market momentum may be “flying blind” — with investors leaning into risk even a
Show notesRetail margin debt is flashing a warning sign. In this episode of Macros & Flows, we break down the “7,095 trigger” and why a seemingly technical market level could matter for risk appetite, leverage, and the next phase
Show notesMarkets are melting higher, risk appetite is back, and investors are chasing momentum — but beneath the surface, the macro engine may be starting to stall. In this episode of Market Pulse by Orestes Capital, we break dow
Show notesIn this episode of Macro & Flows by Orestes Capital, we examine why global markets appear to be entering a phase of peak growth euphoria — a powerful risk-on environment shaped by resilient economic data, AI-led investme
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Macro & Flows by Orestes Capital is hosted by Unknown Host. The show is categorised under General and has published 3 episodes.
Macro & Flows by Orestes Capital has published 3 episodes.
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Episodes of Macro & Flows by Orestes Capital average 24 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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