Bravos Research
Macro narrative channel presenting big-picture market and monetary theses in short documentary-style videos.
Useful for: People who want a compressed macro storyline to argue with.
Why I recommend it
Narrative packaging is strong. I treat these as hypotheses to pressure-test, which is why they get saved and revisited.
Useful starting point
Watch once, write the thesis in one sentence, then seek a contradicting source.