Podcast Episodes

Episode 266: Time for Fall?

Season 6 Episode 31

 In this week’s episode, David and Ian discuss financials going out to all-time highs, a review of August seasonal expectations versus actual performance over the month, the consolidation within the …

Published on 4 hours ago

Episode 265: Climbing the Rope

Season 6 Episode 30

 In this week’s episode, David and Ian discuss the fear in the market going into today's large move to the upside. They also discuss the things confirming the thesis that the market will continue to …

Published on 1 week ago

Episode 264: You Get What You Get

Season 6 Episode 29

  In this week’s episode, David and Ian discuss the move in small caps this week and the 80% upside day, Dow Jones trying to move to all-time highs, international areas that are still showing strengt…

Published on 2 weeks ago

Episode 263: One Foot Out The Door?

 In this week’s episode, David and Ian discuss the reduction in Breadth, recent moves in AAPL and LLY, continued performance of momentum, continued bearish sentiment, and what is going on with precio…

Published on 3 weeks ago

Episode 262: Virtual Seasonality

Season 6 Episode 28

In this week’s episode, David and Ian discuss the down start to August, seasonality, market breadth, the increase in the put/call ratio and the VIX. They also discuss areas that are showing relative …

Published on 4 weeks ago

Episode: 261 Can't Complain

Season 6 Episode 27

 In this week’s episode, Ian and Kevin talk about the continued signs of risk-on behavior, like growth versus value, Bitcoin continuing higher, alt coins moving higher, international areas of fixed i…

Published on 1 month, 1 week ago

Episode 260: Mid-Summer Cooling?

Season 6 Episode 26

In this week’s episode, David and Ian discuss what it means to be at all-time highs, the recent breakout for Bitcoin, how precious metals have performed recently, international equities, and what sec…

Published on 1 month, 2 weeks ago

Episode 259: Checking the Boxes

Season 6 Episode 25

In this week’s episode, David and Ian discuss the areas of the market going out to new all time highs, certain relative relationships, like high beta to low volatility and growth versus value. They a…

Published on 2 months ago

Episode 258: Sentiment Check

Season 6 Episode 24

In this week’s episode, David and Ian discuss the current sentiment in the market, the Put/Call Ratio, major indices and areas of the market that are participating to the upside and trading above the…

Published on 2 months, 1 week ago

Episode 257: Band of Brothers

Season 6 Episode 23

In this week’s episode, David and Ian discuss the sideways action in broad indices and the resurgence in metals, particularly Gold and Platinum. Small Caps continue to struggle, even with strong perf…

Published on 2 months, 1 week ago