Molecular Contagion
We discuss the downstream impacts of recent events.
20 Maalis 47min
Some Things Aren't Reversable
As the conflict in the Middle East continues, our thoughts are with all service members and civilians affected by the war.
11 Maalis 48min
Global Energy in Focus
Marshall and Will discuss the Iran conflict and it's effect on global assets.
4 Maalis 37min
Supreme Court Liberation
The supreme courts tariff rulling and global market trends are discussed.
20 Helmi 45min
APAC Strength
Japan and Australia continue to outperform.
11 Helmi 26min
"Warsh"ing Machine
Will and Marshall discuss how much recent volatility is due to headlines vs liquidity.
4 Helmi 29min
Dollar Volatility
What a secular trend in dollar weakness means for the commodity boom.
29 Tammi 46min
No TACO in sight.
Will and Marshall review the recent market volatility induced by escalations in the U.S. Administrations stance on Greenland.
20 Tammi 34min
