Podcast Episodes
Back to SearchEpisode 059: Happy Anniversary
Season 2 Episode 8
In this week's episode, David and Ian discuss the one year anniversary of the 2020 market top, Commodities, and Airline and Hotel stocks. Dave gives…
5 years ago
Episode 058: Enjoying the Scenery
Season 2 Episode 7
In this week's episode, David and Ian discuss the strong correlation between a couple Growth and Value areas, the resurgence of Semiconductors, China…
5 years ago
Episode 057: Historical Advances
Season 2 Episode 6
In this week's episode, David and Ian discuss the continued strength from Small Caps, Crude oil, and the ripple effect of a falling US Dollar. Ian gi…
5 years ago
Episode 056: Squeeze 'Em
Season 2 Episode 5
In this week's episode, David and Ian discuss the recent whirlwind around GameStop and short squeezes, the January Barometer, and the large divergenc…
5 years ago
Episode 055: Large Cap Growth Back In Action
Season 2 Episode 4
In this week's episode, Dave and Ian discuss how large cap growth names seem to be picking back up after going nowhere for the past few months. They …
5 years, 1 month ago
Episode 054: Strong Trends & A Revisit to March 2020
Season 2 Episode 3
In this weeks episode, Ian discusses what themes have emerged to begin the new year, including the weakest and strongest areas. He also takes a look …
5 years, 1 month ago
Episode 053: Across The Pond
Season 2 Episode 2
In this week's episode, David and Ian discuss the positive Santa Claus Rally, Interest rates, and European equities. Dave covers the weakness in Trea…
5 years, 1 month ago
Episode 052: And The Beat Goes On
Season 2 Episode 1
In this week's episode, David and Ian cover the Santa Claus Rally, Bitcoin, and "expert" predictions for 2021. They also revisit some of the crazier …
5 years, 1 month ago
Episode 051: Value and Growth...Is There Room For Both?
Season 1 Episode 51
In this week's episode, David and Ian discuss the US Dollar and what ripple effects that has on other assets, the relentless VIX, and Small Cap Tech.…
5 years, 2 months ago
Episode 050: Here Comes Santa Claus
Season 1 Episode 50
In this week's episode, Dave and Ian discuss the strength in Emerging Markets, including Indian and Latin American stocks. They also cover the streng…
5 years, 2 months ago