Podcast Episodes
Back to SearchEpisode 289: The Waiting Game
Season 7 Episode 9
In this week's episode David and Ian discuss the S&P 500 continuing to be rangebound, sector rotation and industry performance during different poin…
15 hours ago
Episode 288: Glass Box
Season 7 Episode 8
In this week's episode David and Kevin discuss the S&P 500 continuing to be within a tight range, bearish market sentiment with large amounts of sho…
1 week ago
Episode 287: New Leader on the Podium?
Season 7 Episode 7
In this week's episode David and Ian discuss the S&P remaining range-bound, differentiation between S&P 500 performance and the average performance o…
2 weeks ago
Episode 286: All American
Season 7 Episode 6
In this week's episode David and Ian discuss the move to the downside in Bitcoin and other crypto assets, the poor performance from mega cap names an…
3 weeks ago
Episode 285: Shot Across the Bow
Season 7 Episode 5
In this week's episode, David and Ian discuss how the strongest areas appear to be getting hit the hardest to close out the week, an update on seaso…
4 weeks ago
Episode 284: Idiomatic
Season 7 Episode 4
In this week's episode, David and Ian discuss the continued move to the upside in precious metals and the relative relationship between the metals an…
1 month ago
Episode 283: Differentiation
Season 7 Episode 3
In this week's episode, David and Ian discuss how mega cap growth names are lagging behind, while small caps and international equities continue to o…
1 month, 1 week ago
Episode 282: New Year Same Market
Season 7 Episode 2
In this week's episode, Ian and Kevin discuss how metals and mining are off to a good start this year, the Russell 2000 with a nice setup again, inte…
1 month, 2 weeks ago
Episode 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, preci…
1 month, 3 weeks 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 relationship…
2 months, 1 week ago