Podcast Episodes

Episode 092: WAGMI

Season 2 Episode 41

In this week's episode, Ian and David discuss the upside resolution we have seen from Small Caps, the reversal in Treasuries, and inflation. Dave giv…

4 years, 2 months ago

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Episode 091: The Artist Formerly Known As

Season 2 Episode 40

In this weeks episode, Ian and David discuss the emerging strength in Mega and Large Cap Growth, Solar stocks, and both the good and bad sides of bre…

4 years, 2 months ago

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Episode 090: Is It Transitory or Not?

Season 2 Episode 39

In this week's episode, Dave and Ian are joined by friend and fellow CMT Dan Gorghuber. The three discuss recent areas of strength, including Banks a…

4 years, 2 months ago

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Episode 089: Almost There

Season 2 Episode 38

In this weeks episode, Ian and David discuss the recent surge in breath that could finally push markets “over the hump”,  interest rates stalling, an…

4 years, 2 months ago

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Episode 088: Cyclical Nature

Season 2 Episode 37

In this week's episode, David and Ian cover the drawdowns seen in individual stocks over the last few months, Cyclical sectors, and stats behind the …

4 years, 3 months ago

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Episode 087: At Your Leisure

Season 2 Episode 36

In this weeks episode, David and Ian discuss the recent uptick in market “noise”, surging Commodity prices, and similarities to 2011. In the second p…

4 years, 3 months ago

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Episode 086: Wear You Out

Season 2 Episode 35

In this week's episode, David and Ian discuss how it's more of the same from small caps, breadth, rates, and the Dollar. They also discuss how materi…

4 years, 3 months ago

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Episode 085: Bifurcation Nation

Season 2 Episode 34

In this week's episode, David and Ian discuss how small caps are still within a trading range, the compression in treasuries/rates, lack of movement …

4 years, 3 months ago

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Episode 084: Rock On

Season 2 Episode 33

In this week’s episode, David and Ian highlight the improved participation of stocks overall, demand for risk-on instruments, and the potential Dolla…

4 years, 4 months ago

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Episode 083: Good Day

Season 2 Episode 32

In this week’s episode, David and Ian discuss the continued focus on the US Dollar, Cybersecurity stocks, the Gambling industry, and Small Cap Growth…

4 years, 4 months ago

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