All Episodes
What Changed Today? — 65 episodes
Midterm Preview
What Q4 Means for 2027
Market Structure w/ Mike Green
Changing Sentiment
Post FOMC
Bank AI Exposure
Korea Joins the US Markets.
Q2 Recap
Friday Memory Rout
IPO Preview With Brad Olesen of Benzinga
Change in Character
Taiwan Spotlight
Powell's Swan Song
Earnings Impact
Commodity Dichotomy
Understanding Volatility
Retail Signals
Molecular Contagion
Some Things Aren't Reversable
Global Energy in Focus
Supreme Court Liberation
APAC Strength
"Warsh"ing Machine
Dollar Volatility
No TACO in sight.
The Rotation Trend
Flooded With Headlines
PE Systemic Risk
New Year, Same Story
"Not Guaranteed"
Range of Reasonable Outcomes
Risk Off Into NVDA
AI Down Under
Energy Moves
Does Crypto Matter?
FOMC Trick or Treat?
Data Overload
Not So Safe Haven
Rates Move Lower
The Year of Rates
Amarillo Data Centers
Asia Holidays
We Are In a Bubble
Trading Journal
The Fed's 3rd Mandate
Korea ATH
Asia Outperformance
Soft Landing?
Post Holiday Positioning
Mental Capital
Monetary Policy Has Changed
Leading Economic Indicators
EBITDA-T
New High in Japan
Bonds Back to Being Bonds
Trading Blind
Super Bowl of Data
Mania as an Indicator
Uncertainty In Japan
Late Cycle Metals Rally?
Bond Volatility
Q2 Earning Expectations
Historic Day for Copper
Summer Markets Float Higher
Two Traders Walk Into Iran