Latest episodes of the podcast What Changed Today?
"Not Guaranteed"
09/12/2025
Range of Reasonable Outcomes
03/12/2025
Risk Off Into NVDA
18/11/2025
AI Down Under
13/11/2025
Energy Moves
11/11/2025
Does Crypto Matter?
04/11/2025
FOMC Trick or Treat?
30/10/2025
Data Overload
28/10/2025
Not So Safe Haven
21/10/2025
Rates Move Lower
16/10/2025
The Year of Rates
14/10/2025
Amarillo Data Centers
07/10/2025
Asia Holidays
02/10/2025
We Are In a Bubble
30/09/2025
Trading Journal
23/09/2025
The Fed's 3rd Mandate
16/09/2025
Korea ATH
11/09/2025
Asia Outperformance
09/09/2025
Soft Landing?
04/09/2025
Post Holiday Positioning
02/09/2025
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