Podcast Episodes
Back to SearchEpisode 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, 9 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, 10 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, 10 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, 10 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, 11 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, 11 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, 11 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, 11 months ago
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…
5 years ago
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…
5 years ago