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Recent Episodes
Weekly 14.12.23: Performance Chasing, 2024 Rates, Inflation, and All Time Highs
CEO/CIO Chris Wallis looks ahead to 2024 through the lens of recent call purchases, Fed action, inflation trends, and the market approaching all time...
16.11.2023 Weekly: Risk Assets Move Higher, Playing Offense, Looking at 2024
CEO/CIO Chris Wallis details the recent move higher in equities, positioning portfolios offensively, and expectations as we approach 2024.
27 10 2023 Weekly: Tech Selloff, Not Enough Buyers, and Energy Trades Off
CEO/CIO Chris Wallis discusses catalysts for the recent tech sell off, the mismatch between buyers and supply, and energy selling off amidst a Middle...
Weekly 20.10.2023 A Multipolar World, Renewed Balance, and Finishing on a Low
CEO/CIO CW reflects on the undergoing shift toward a multipolar world, the impact of risk assets, and what the market closing on the low of the day...
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