What Money Flows Reveal Before It Hits the News | Jason Bodner

Markets can look one way in the news while institutional money is moving in another direction. Large investors often build positions gradually, making their activity difficult to see while those trades are still underway. So what can money flows reveal before those positions become public?

Spotting unusual activity is one thing. Understanding what that activity actually means is harder, especially when the same market signals can point in different directions.

Jason Bodner spent years on Wall Street brokering institutional block trades, where part of the job was executing orders without letting the price run away from the buyer. He co-founded MoneyFlows to study that same activity from the outside, and he joins us to explain what he is seeing in institutional flows now.
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00:00 – Intro
03:06 – Detecting Institutional Buying
06:01 – How Institutions Build Stakes
07:13 – The Edge of Money Flows
08:52 – Where Institutional Money Is Moving
13:25 – From Sectors to Investment Themes
16:22 – Why the Market Is Resilient
18:08 – Finding Quality Growth Stocks
23:39 – The 4% Behind Long-Term Gains
25:22 – How AI Could Transform Sectors
28:05 – The Economic Outlook and AI Boom
31:52 – Is 2% Inflation a Realistic Goal?
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