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Explore Every Angle

KEDM Themes, Inflections and Macro Notes.

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Big Themes With RooJoo

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August 24, 2025, Vol. 238

We want to thank Roderick for joining us on Friday to chat thematics, ED and KEDM. We covered a TON...

Ice, Ice Baby

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August 17, 2025, Vol. 237

It’s been almost 6 weeks since the Big Beautiful Bill Act passed and most of the tax benefits for American...

Public Service Announcement…

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August 10, 2025, Vol. 236

As an FYI, we got the video recording from last week’s Happy Hour with Gator Capital’s Derek Pilecki up on...

Financials Unplugged

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August 3, 2025, Vol. 253

We want to thank Derek for jumping on this months Happy Hour to chat all things Financials! Was a great...

Reminder that next week, Friday at 4:15 EST, we will be hosting our “Financials Unplugged” Happy Hour with Gator Capital’s...

Toll Roads

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July 20, 2025, Vol. 233

Turning to the markets, this week we decided to invite our very good friend Roderick van Zuylen, aka RooJoo, to...

Hold the Peg

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July 13, 2025, Vol. 232

Moving onto a trend that’s suddenly become interesting, we want to chat briefly about currency pegs. As you’re well aware,...

RRP + TGA

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June 29, 2025, Vol. 231

OK, let’s get into it. Sometimes someone says something that jars our memory and reminds us to check some charts....

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