Podcast Episodes
Back to SearchEpisode 129: Autonomous Zone
Season 3 Episode 31
In this week's episode, Dave and Ian discuss the recent breadth thrusts, sectors and industries showing relative strength, seasonality for the remain…
3 years, 5 months ago
Episode 128: Remember The Titans
Season 3 Episode 30
In this week's episode, David and Ian cover the reversal seen across most risk assets, the main talking points for both bulls and bears, and an updat…
3 years, 6 months ago
Episode 127: Mixed Bag
Season 3 Episode 29
In this week’s episode, Ian and Dave discuss the overall mixed bag market we are currently seeing. It truly has been a market of winners and losers. …
3 years, 6 months ago
Episode 126: Bounce or Bottom?
Season 3 Episode 28
In this week’s episode, Ian and Kevin discuss the themes we have seen take place this week, including continued momentum in some very key areas. Many…
3 years, 6 months ago
Episode 125: Marajo Island
Season 3 Episode 27
In this week’s episode, David and Ian discuss the hot debate regarding “what is a recession?”, the bullish thrust we saw this week from equities, and…
3 years, 7 months ago
Episode 124: Staring Contest
Season 3 Episode 26
In this week's episode, Ian, Dan, and Kevin discuss inflation hedges like gold and silver, the U.S dollar versus other major currencies, commodities …
3 years, 7 months ago
Episode 123: Relationships Matter
Season 3 Episode 25
In this week’s episode, Ian and Dave discuss relative relationships and the implications of these relationships going forward. Semiconductors and fin…
3 years, 7 months ago
Episode 122: Plumbing
Season 3 Episode 24
In this week’s episode, Ian, Dave, and Dan discuss the big picture when it comes to trend identification, some high-level perspectives as well as beh…
3 years, 7 months ago
Episode 121: Red, White, and Gloom
Season 3 Episode 23
In this week’s episode, Ian, Dan, and Kevin discuss the market action over the previous week. Including the poor performance of energy, metals, grain…
3 years, 7 months ago