Podcast Episodes

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. 

5 years 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…

5 years 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…

5 years, 1 month 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 …

5 years, 1 month 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…

5 years, 1 month 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.…

5 years, 2 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 …

5 years, 2 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…

5 years, 2 months ago

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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…

5 years, 2 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…

5 years, 3 months ago

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