What Changed Today?

Midterm Preview 16.10.2026 25:04 ↓

How recent polls are being priced into the market.

What Q4 Means for 2027 28.09.2026 49:37 ↓

Todays price action is tomorrows positioning.

Market Structure w/ Mike Green 02.09.2026 30:04 ↓

We welcome renowned market structure researcher, macro PM and Tier1 Alpha founder Mike Green to share his research and view on passive investment impacts on market structure.

Changing Sentiment 10.08.2026 36:32 ↓

Sentiment has changed across asset classes from tech to precious metals. How long will these shifts last?

Post FOMC 29.07.2026 30:09 ↓

With a rate pause confirmed, Marshall and Will break down the market response.

Bank AI Exposure 29.07.2026 24:11 ↓

A pre FOMC conversation on how the tech sell off could affect other assets.

Korea Joins the US Markets. 09.07.2026 32:07 ↓

Marshall took his med's and is back to discuss new FED policy and ever changing tech/energy landscape.

Q2 Recap 30.06.2026 40:36 ↓

On the last day of Q2, we discuss the trends that have been disrupted and those that might continue into Q3.

Friday Memory Rout 05.06.2026 18:35 ↓

The worst day in tech in 14 months.

IPO Preview With Brad Olesen of Benzinga 04.06.2026 53:07 ↓

Will net equity supply slow down the market or is this an oportunity to add risk?

Change in Character 28.05.2026 41:32 ↓

Buy high and sell higher or dont buy at all.

Taiwan Spotlight 18.05.2026 30:15 ↓

The Trump - Xi meeting and what it means for global rates.

Powell's Swan Song 01.05.2026 32:50 ↓

Will and Marshall comment on Powell's legacy as he gives his last speach as Fed chair. We also debate whether the tech trade back on because of recent earnings or a way to hide from energy?

Earnings Impact 21.04.2026 30:23 ↓

With the majority of S&P earnings being reported next week, Will and Marshall debate the potential impacts of the Iran conflict on US companies.

Commodity Dichotomy 09.04.2026 33:29 ↓

Will and Marshall discuss what two contradictory signals might be telling us about market conditions, and how the "year of commodities" has looked so far.

Understanding Volatility 03.04.2026 30:51 ↓

What does volatility actually mean?

Retail Signals 26.03.2026 37:41 ↓

we discuss what a continued conflict means for global markets.

Molecular Contagion 20.03.2026 47:52 ↓

We discuss the downstream impacts of recent events.

Some Things Aren't Reversable 11.03.2026 48:26 ↓

As the conflict in the Middle East continues, our thoughts are with all service members and civilians affected by the war.

Global Energy in Focus 04.03.2026 37:27 ↓

Marshall and Will discuss the Iran conflict and it's effect on global assets.

Supreme Court Liberation 20.02.2026 45:56 ↓

The supreme courts tariff rulling and global market trends are discussed.

APAC Strength 11.02.2026 26:36 ↓

Japan and Australia continue to outperform.

"Warsh"ing Machine 04.02.2026 29:58 ↓

Will and Marshall discuss how much recent volatility is due to headlines vs liquidity.

Dollar Volatility 29.01.2026 46:40 ↓

What a secular trend in dollar weakness means for the commodity boom.

No TACO in sight. 20.01.2026 34:34 ↓

Will and Marshall review the recent market volatility induced by escalations in the U.S. Administrations stance on Greenland.