Changing Sentiment
Sentiment has changed across asset classes from tech to precious metals. How long will these shifts last?
10 Aug 36min
Post FOMC
With a rate pause confirmed, Marshall and Will break down the market response.
29 Jul 30min
Bank AI Exposure
A pre FOMC conversation on how the tech sell off could affect other assets.
29 Jul 24min
Q2 Recap
On the last day of Q2, we discuss the trends that have been disrupted and those that might continue into Q3.
30 Jun 40min
Friday Memory Rout
The worst day in tech in 14 months.
5 Jun 18min
IPO Preview With Brad Olesen of Benzinga
Will net equity supply slow down the market or is this an oportunity to add risk?
4 Jun 53min
Change in Character
Buy high and sell higher or dont buy at all.
28 Mai 41min
