Podcast Episodes
Back to SearchEpisode 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, 4 months ago
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, 4 months ago
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, 4 months ago
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, 5 months ago
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, 5 months ago
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, 5 months ago
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, 6 months ago
Episode 082: Meta
Season 2 Episode 31
In this week’s episode, Ian and David discuss the continued indecision in equity markets, the recent resurgence in cryptocurrencies, and the US Dolla…
4 years, 6 months ago
Episode 081: Not Your Father's Market
Season 2 Episode 30
In this episode, Ian and Dave give Commodities their due time. Base Metals. Industrial Metals. Precious Metals. Energy. Grains. Not all commodities a…
4 years, 6 months ago
Episode 080: Up, Up, and Away
Season 2 Episode 29
In this week’s episode, Ian discusses the continued lagging performance from Value stocks, the strength from Semiconductors, a potential resurgence i…
4 years, 6 months ago