Global Energy in Focus
Marshall and Will discuss the Iran conflict and it's effect on global assets.
4 Mar 37min
Supreme Court Liberation
The supreme courts tariff rulling and global market trends are discussed.
20 Feb 45min
APAC Strength
Japan and Australia continue to outperform.
11 Feb 26min
"Warsh"ing Machine
Will and Marshall discuss how much recent volatility is due to headlines vs liquidity.
4 Feb 29min
Dollar Volatility
What a secular trend in dollar weakness means for the commodity boom.
29 Jan 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 Jan 34min
The Rotation Trend
Domestic and global rotation continues.
15 Jan 18min
Flooded With Headlines
Price action stalls as headlines continue to uncertainty.
13 Jan 23min
