Podcast Episodes
Back to SearchEpisode 281: Plan > Prediction
Season 7 Episode 1
In this week's episode, David and Ian discuss areas of the market that had a good year in 2025, like international equities, metals and mining, precious metals, and also what areas had a poor year in…
Published on 14 hours ago
Episode 280: Elf on the Shelf
Season 6 Episode 45
In this week's episode, David Zarling and Ian McMillan discuss growth versus value, high beta versus low volatility, market cap relative relationships, and other risk-on/risk-off relationships to clo…
Published on 2 weeks ago
Episode 279: Floating Prison
Season 6 Episode 44
In this week's episode, David Zarling and Ian McMillan discuss if we are seeing rotation out of tech and growth areas of the market into value and small cap focused areas. They also discuss internati…
Published on 3 weeks ago
Episode 278: 5x the Fun
Season 6 Episode 43
In this week's episode, David Zarling and Ian McMillan discuss the areas of the market that are out to all time highs, improved breadth, what is supporting the bullish thesis, 5x leverage funds, cryp…
Published on 4 weeks ago
Episode 277: Living on the Edge
Season 6 Episode 42
In this week's episode, Ian McMillan and Kevin Firari discuss the price action following Nvidia earnings, reinforcement of key price levels for the S&P 500, rotation into later-cycle sectors like He…
Published on 1 month, 1 week ago
Episode 276: Deja Vu
Season 6 Episode 41
In this week's episode, David Zarling and Ian McMillan discuss market breadth and participation, areas of healthcare that have been holding up well, like biotech and pharmaceuticals. They also discu…
Published on 1 month, 2 weeks ago
Episode 275: Thin Ice
Season 6 Episode 40
In this week's episode, David Zarling and Ian McMillan discuss the current pullback in equities, important levels moving forward, the US Dollar, Gold and Gold Miners, International areas still holdi…
Published on 1 month, 3 weeks ago
Episode 274: Trick or Treat
Season 6 Episode 39
Hosts David Zarling and Ian McMillan discuss the state of the markets amid a split environment where large-cap tech and semiconductor stocks drive the S&P 500 to new highs while many smaller stocks l…
Published on 2 months ago
Episode 273: Orphan Annie
Season 6 Episode 38
In this week’s episode David and Ian discuss the areas of the market looking to go out at new all time highs, an update on Gold and Gold Miners, International Equities, risk-on indicators, investor …
Published on 2 months, 1 week ago
Episode 272: Pan Out
Season 6 Episode 37
In this week’s episode David and Ian discuss the inside week for the market, regional banks struggling while big banks are holding up better, small caps and biotech, is the move over for gold and go…
Published on 2 months, 2 weeks ago