Podcast Episodes
Back to SearchEpisode 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…
4 years, 2 months ago
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…
4 years, 2 months ago
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…
4 years, 2 months ago
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 …
4 years, 2 months ago
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…
4 years, 3 months ago
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…
4 years, 3 months ago
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…
4 years, 3 months ago
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…
4 years, 3 months ago
Episode 109: And One
Season 3 Episode 11
In this week's episode, Pratty joins Dave and they discuss SPX vs TLT, the concept of relative strength during a correction, taking long and short po…
4 years, 4 months ago
Episode 108: Data Mining
Season 3 Episode 10
In this week's episode, the team covers the continued breakdown in treasuries, along with a potential breakdown between Junk Bond and Short Term Trea…
4 years, 4 months ago