What Q4 Means for 2027
Todays price action is tomorrows positioning.
28 Syys 49min
Changing Sentiment
Sentiment has changed across asset classes from tech to precious metals. How long will these shifts last?
10 Elo 36min
Post FOMC
With a rate pause confirmed, Marshall and Will break down the market response.
29 Heinä 30min
Bank AI Exposure
A pre FOMC conversation on how the tech sell off could affect other assets.
29 Heinä 24min
Korea Joins the US Markets.
Marshall took his med's and is back to discuss new FED policy and ever changing tech/energy landscape.
9 Heinä 32min
Q2 Recap
On the last day of Q2, we discuss the trends that have been disrupted and those that might continue into Q3.
30 Kesä 40min
Friday Memory Rout
The worst day in tech in 14 months.
5 Kesä 18min
