Podcast Episodes
Back to SearchEpisode 192: Dynasties
Season 5 Episode 4
In this week's episode, Dave and Ian discuss highlights from the most recent Client First Lunch & Learn. They also discuss stocks reaching all time h…
1 year, 11 months ago
Episode 191: Two Years in the Making
Season 5 Episode 3
In this week's episode, David and Ian discuss the brand new all-time highs for S&P 500 and what that likely means for stocks going forward, both dome…
1 year, 11 months ago
Episode 190: New Era in Finance?
Season 5 Episode 2
In this week’s podcast, David and Ian discuss the quiet week in equities and the loud week in the ETF world. Three of the four major indices continue…
1 year, 11 months ago
Episode 189: Back in the Saddle
Season 5 Episode 1
In this week’s podcast, David and Ian discuss events from 2023, a potential shift from Value to Growth, and important levels on the major indices to …
2 years ago
Episode 188: Deck the Highs
Season 4 Episode 44
In this week's episode, David and Ian discuss the continued strength in equities and bonds, as well as cryptocurrencies. The VIX continues to dwindle…
2 years ago
Episode 187: Rockin' Around
Season 4 Episode 43
In this week's episode, David rides solo and highlights the continued market expansion we saw this past week. In addition, he touches base on new all…
2 years ago
Episode 186: Better Not Pout
Season 4 Episode 42
In this week's episode, David and Ian discuss the strong move in stocks that we saw in November, and another potential rebound in Small Caps. Gold is…
2 years, 1 month ago
Episode 185: A Quiet Week
Season 4 Episode 41
In this week's episode, Ian discusses the flat week in stocks, with big moves in other places such as the US Dollar and Crude oil prices. Stocks rema…
2 years, 1 month ago
Episode 184: Table is Set
Season 4 Episode 40
In this week's episode, David and Ian discuss the recovery of old leaders (Tech, Nasdaq) and the lagging once again of Small Caps. Rates and Dollar r…
2 years, 2 months ago
Episode 183: Recovery
Season 4 Episode 39
In this weeks episode, Ian and Kevin discuss the strong rally in both stocks and bonds, a potential breakdown in the Dollar, and the biggest movers o…
2 years, 2 months ago