Podcast Episodes

Episode 271: Handshakes

Season 6 Episode 36

In this week’s episode David and Ian discuss recent market developments, including ongoing breadth divergences and recent deterioration in Financial and Home Construction stocks. They highlight inter…

Published on 2 months, 3 weeks ago

Episode 270: Fall Ball

Season 6 Episode 35

 In this week’s episode, David and Ian discuss areas still at or moving to all time highs, risk on versus risk off behavior, potential challenges to the continued bullish thesis, sentiment, potential…

Published on 3 months ago

Episode 269: Hanging Out

Season 6 Episode 34

In this week’s episode, Ian and Kevin discuss how it seems like stocks could pause and consolidate to start October, interesting relative charts, risk on areas in equities and fixed income, the conti…

Published on 3 months, 1 week ago

Episode 268: Riding Trends

Season 6 Episode 33

In this week’s episode, David and Ian discuss areas of the market moving out to recent or all time highs, an update on small caps, the proposed change to earnings reports, rate cuts, areas of positiv…

Published on 3 months, 2 weeks ago

Episode 267: All Over The Place

Season 6 Episode 32

 In this week’s episode, David and Ian discuss how precious metals and precious metals miners continue to do well, homebuilders are showing strength, lumber continuing to move lower, whether this is …

Published on 4 months ago

Episode 266: Time for Fall?

Season 6 Episode 31

 In this week’s episode, David and Ian discuss financials going out to all-time highs, a review of August seasonal expectations versus actual performance over the month, the consolidation within the …

Published on 4 months, 1 week ago

Episode 265: Climbing the Rope

Season 6 Episode 30

 In this week’s episode, David and Ian discuss the fear in the market going into today's large move to the upside. They also discuss the things confirming the thesis that the market will continue to …

Published on 4 months, 2 weeks ago

Episode 264: You Get What You Get

Season 6 Episode 29

  In this week’s episode, David and Ian discuss the move in small caps this week and the 80% upside day, Dow Jones trying to move to all-time highs, international areas that are still showing strengt…

Published on 4 months, 3 weeks ago

Episode 263: One Foot Out The Door?

 In this week’s episode, David and Ian discuss the reduction in Breadth, recent moves in AAPL and LLY, continued performance of momentum, continued bearish sentiment, and what is going on with precio…

Published on 4 months, 4 weeks ago

Episode 262: Virtual Seasonality

Season 6 Episode 28

In this week’s episode, David and Ian discuss the down start to August, seasonality, market breadth, the increase in the put/call ratio and the VIX. They also discuss areas that are showing relative …

Published on 5 months ago