What Changed Today?

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.

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.