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Episode 119: Dirt Nap

Season 3 Episode 21

In this week’s episode, Dave and Ian discuss the “final” sectors finally seeing selling pressure, the Russell giving up all of its post-Covid gains, …

3 years, 8 months ago

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Episode 118: Island of Reversal

Season 3 Episode 20

In this week’s episode, David and Ian cover the dramatic sell-off we saw to end the week in stocks, the differences between the March and June rallie…

3 years, 8 months ago

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Episode 117: Beach Ball

Season 3 Episode 19

In this weeks episode, David and Ian discuss the falling US Dollar and whether it could be a tailwind for stocks here domestically and around the wor…

3 years, 9 months ago

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Episode 116: Run the Race

Season 3 Episode 18

In this week’s episode, David and Dan dissect many of the market nuances we have seen over the past couple weeks, as well as further implications for…

3 years, 9 months ago

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Episode 115: The Best Days

Season 3 Episode 17

In this weeks episode, David and Ian discuss the wild intraday swings we have seen over the last week, the VIX, failures amongst defensive areas, and…

3 years, 9 months ago

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Episode 114: On The Cusp

Season 3 Episode 16

In this week's episode, Ian and Kevin discuss the recent daily swings within the market and how Energy and Commodities continue to be the only areas …

3 years, 9 months ago

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Episode 113: Joy and Pain

Season 3 Episode 15

In this week's episode, David, Ian and Dan review some of the broader topics from their presentation to clients this week, the persistent relative st…

3 years, 10 months ago

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Episode 112: Needle In A Haystack

Season 3 Episode 14

In this week's episode, David and Ian discuss how commodities and energy stocks are turning up again after some consolidation. They also discuss meta…

3 years, 10 months ago

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Episode 111: Opening Day

Season 3 Episode 13

In this week's episode, Dave, Pratty, and Kevin discuss the continued strength in energy, mining, and materials, as well as the continued weakness in…

3 years, 10 months ago

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Episode 110: March Madness

Season 3 Episode 12

On this week's episode, Ian and Dan discuss the wild month of March and a rollercoaster Q1 in general. While breadth has improved, lack of strength f…

3 years, 10 months ago

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