Podcast Episodes

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, 9 months ago

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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, 9 months ago

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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, 10 months ago

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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, 10 months ago

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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, 10 months ago

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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, 10 months ago

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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, 11 months ago

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Episode 062: Heavy Lifting

Season 2 Episode 11

In this week’s episode, David and Ian discuss the continued underperformance of the Nasdaq, other areas of the market that have been hit the hardest,…

4 years, 11 months ago

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Episode 061: Do You Value Stocks?

Season 2 Episode 10

In this week’s episode, David and Ian discuss the recent market volatility, what it could mean going forward,  and what areas of the market may emerg…

4 years, 11 months ago

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Episode 060: Rotation Station

Season 2 Episode 9

In this week's podcast, David and Ian cover their near- and long-term outlooks for the market, weak FAANG stocks, and the global strength from Financ…

5 years ago

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