Podcast Episodes

Episode 079: Swimming in Markets

Season 2 Episode 28

In this week's episode, David and Ian discuss market breadth, all time highs for the S&P 500 and the Dow, with a lacking participation from the Russe…

4 years, 6 months ago

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Episode 078: Summertime Sadness?

Season 2 Episode 27

In this week's episode, David and Ian discuss the continued build-up of red flags, Utilities and Staples, and 2nd half seasonality. Dave gives exampl…

4 years, 7 months ago

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Episode 077: Market Variants

Season 2 Episode 26

In this week's episode, David and Ian discuss weakness in Foreign stocks, Mega Caps, longer-term views of the major indices, and precious metals. 

4 years, 7 months ago

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Episode 076: Leaving Me Breadth-less

Season 2 Episode 25

In this week's episode, David and Ian discuss the thin market and participation we are seeing, foreign stocks, FAATMAN, and Q3 seasonality. David tak…

4 years, 7 months ago

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Episode 075: It's All Relative

Season 2 Episode 24

In this week's episode, David and Ian discuss investor sentiment, stealth corrections, Crude Oil doing its own thing, and the behavioral fallacies ar…

4 years, 8 months ago

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Episode 074: It Doesn't Matter Until It Matters

Season 2 Episode 23

In this week's episode, David and Ian discuss whether the move to Large Cap Growth is a risk-on play or a safety trade, interest rates continuing to …

4 years, 8 months ago

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Episode 073: The Whole is Greater

Season 2 Episode 22

In this week's episode, David gives a shout-out to all the teams at Client First doing a great job to help people secure the financial confidence the…

4 years, 8 months ago

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Episode 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, 8 months ago

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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, 9 months ago

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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, 9 months ago

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