Podcast Episodes
Back to SearchEpisode 072: Home on the Range
Season 2 Episode 21
In this week's episode, David and Ian discuss leadership within semiconductors, the Nasdaq 100 relationship relative to small cap, and the US dollar.…
4 years, 7 months ago
Episode 071: Tim Apple
Season 2 Episode 20
In this weeks episode, David and Ian discuss the six weeks of sideways action for the S&P 500, summer seasonality, high yield bonds, and Commodities …
4 years, 7 months ago
Episode 070: Shake & Bake
Season 2 Episode 19
In this week’s episode, David and Ian discuss the incredible strength that continues from Large Cap Value stocks, Industrials stocks, and levels of i…
4 years, 7 months ago
Episode 069: Noice
Season 2 Episode 18
In this week’s episode, David and Ian discuss the trends in Basic Materials and Base Metals, Commodities, and how a weak US Dollar should continue to…
4 years, 8 months ago
Episode 068: Inflection Point
Season 2 Episode 17
In this weeks episode, Ian discusses the indecision from the market over the last 2 weeks, the bounce back in Energy and Financials, and what could b…
4 years, 8 months ago
Episode 067: Counter Trends
Season 2 Episode 16
In this week’s episode, David and Ian discuss the potential return to strength for Small Caps, the outperformance in Healthcare, and a debate over wh…
4 years, 8 months ago
Episode 066: Hoagies & Grinders
Episode 15
In this week’s episode, David and Ian discuss the sustained strength from Large Cap stocks across all industries, a potential intermediate term top i…
4 years, 8 months ago
Episode 065: Tech Yeah!
Season 2 Episode 14
In this week's episode, Ian discussed the continued strength in Tech, Mega Caps, and Growth stocks as a whole. Also, the huge underperformance from i…
4 years, 8 months ago
Episode 064: Green Shoots
Season 2 Episode 13
In this week’s episode, David and Ian discuss new highs for the S&P 500, the “industrial revolution” in equities, Steel, and unique areas outside of …
4 years, 9 months ago
Episode 063: Old School
Season 2 Episode 12
In this week’s episode, David and Ian discuss the choppy market environment we have seen over the last few weeks, the rising US Dollar, and the emerg…
4 years, 9 months ago