PE Systemic Risk
Is there a bubble in private markets?
8 Jan 29min
New Year, Same Story
For the first episode of 2026, the team breaks down what has changed this year.Anti Circumvention Laws: https://www.wired.com/story/us-trade-dominance-will-begin-to-crack/David Frum Commentary: https:...
6 Jan 34min
"Not Guaranteed"
The guys discuss the impacts of a pause during tomorrows FOMC given Powells "December Rate cut is not guernteed" comments a month ago.
9 Dec 202523min
Range of Reasonable Outcomes
A brief look back at 2025 and what could be in store during the last month of the year.
3 Dec 202519min
Risk Off Into NVDA
Marshall is on cold medicine.
18 Nov 202517min
AI Down Under
How to use Australia as a leading indicator for the global economy.
13 Nov 202517min
Energy Moves
As the government shutdown ends a polar vortex begins.
11 Nov 202517min
Does Crypto Matter?
Is Ethereum's negative year to date performance giving a signal?
4 Nov 202525min
