What Changed Today?

The Rotation Trend 15.01.2026 18:34 ↓

Domestic and global rotation continues.

Flooded With Headlines 13.01.2026 23:06 ↓

Price action stalls as headlines continue to uncertainty.

PE Systemic Risk 08.01.2026 29:25 ↓

Is there a bubble in private markets?

New Year, Same Story 06.01.2026 34:49 ↓

For the first episode of 2026, the team breaks down what has changed this year. Anti Circumvention Laws: https://www.wired.com/story/us-trade-dominance-will-begin-to-crack/ David Frum Commentary: https://open.spotify.com/episode/5yrhTs7lKBWQOU5B7ABDXD?si=Fkn4bhzYSU-ffW_LpgMaFw

"Not Guaranteed" 09.12.2025 23:29 ↓

The guys discuss the impacts of a pause during tomorrows FOMC given Powells "December Rate cut is not guernteed" comments a month ago.

Range of Reasonable Outcomes 03.12.2025 19:50 ↓

A brief look back at 2025 and what could be in store during the last month of the year.

Risk Off Into NVDA 18.11.2025 17:26 ↓

Marshall is on cold medicine.

AI Down Under 13.11.2025 17:36 ↓

How to use Australia as a leading indicator for the global economy.

Energy Moves 11.11.2025 17:58 ↓

As the government shutdown ends a polar vortex begins.

Does Crypto Matter? 04.11.2025 25:01 ↓

Is Ethereum's negative year to date performance giving a signal?

FOMC Trick or Treat? 30.10.2025 16:44 ↓

Will and Marshall discuss the Trump-Xi meeting, FOMC results, and Mega-Cap tech earnings.

Data Overload 28.10.2025 24:24 ↓

Super Bowl of economic data.

Not So Safe Haven 21.10.2025 29:18 ↓

A discussion about what gold really is, and the market mechancis around current credit contagen fears.

Rates Move Lower 16.10.2025 8:55 ↓

What do lower treasury yeilds tell us?

The Year of Rates 14.10.2025 27:49 ↓

Todays price action is next years positioning.

Amarillo Data Centers 07.10.2025 24:27 ↓

Firmi S-1: https://www.sec.gov/Archives/edgar/data/2071778/000121390025085175/ea0252333-01.htm

Asia Holidays 02.10.2025 21:43 ↓

The group discusses incredible price action going into the Asian autumn holiday week.

We Are In a Bubble 30.09.2025 22:03 ↓

The bubble debate is over, so how do you trade it?

Trading Journal 23.09.2025 23:35 ↓

Marshall and Will discuss lessons they found helpful in improving their trading.

The Fed's 3rd Mandate 16.09.2025 17:51 ↓

FOMC preview including a qoute from the newest board member.

Korea ATH 11.09.2025 21:45 ↓

Asian market outperform in global equity rally.

Asia Outperformance 09.09.2025 15:29 ↓

Japan And South Korea look to set new highs.

Soft Landing? 04.09.2025 20:03 ↓

Did the markets ever get an answer to the soft vs hard landing debate that dominated headlines in 2024?

Post Holiday Positioning 02.09.2025 19:04 ↓

Will and Marshall break down seasonality and the potential impacts on equity and commodity markets.

Mental Capital 29.08.2025 24:05 ↓

Why it is important to think about what changed today.