What Q4 Means for 2027
Todays price action is tomorrows positioning.
28 Sep 49min
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 Juli 30min
Bank AI Exposure
A pre FOMC conversation on how the tech sell off could affect other assets.
29 Juli 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 Juli 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 Juni 40min
Friday Memory Rout
The worst day in tech in 14 months.
5 Juni 18min
