Podcast Episodes

Episode 041: Flashback

Season 1 Episode 41

In this week's episode, Ian is on a well deserved vacation, so Dave provides a brief update on the market developments from this past week. He also discusses the significance of Episode 23, "The Mark…

Published on 5 years, 2 months ago

Episode 040: It Is What It Is Until It Isn't

Season 1 Episode 40

In this week's episode, David and Ian discuss the great (and then not-so-great) week we had in equities, the recent headline noise, and US Treasuries. David discusses opportunity costs and alpha eros…

Published on 5 years, 3 months ago

Episode 039: Price Price Baby

Season 1 Episode 39

In this week's episode, David and Ian discuss the recent indecision in both stocks and bonds, mixed signals in the high yield space, and the surge we saw this week in the US Dollar. David discusses l…

Published on 5 years, 3 months ago

Episode 038: Where Do We Go From Here?

Season 1 Episode 38

In this week's episode David and Ian discuss the continued weakness from two major indices, the abundance of demand for stocks related to the Agriculture space, and the relative strength from Small C…

Published on 5 years, 3 months ago

Episode 037: Mixed Signals

Season 1 Episode 37

In this week's episode, David and Ian cover lines in the sand for the major indices, waning momentum in a few major relationships, and the strength from Transports. They also discuss one sector of th…

Published on 5 years, 3 months ago

Episode 036: To Rotate or Not To Rotate?

Season 1 Episode 36

In this week's episode, David and Ian discuss the hard correction we saw in the equity indices this week, the rising VIX, interest rates, and where the overall market environment now stands. David al…

Published on 5 years, 4 months ago

Episode 035: The Trend Is Your Friend

Season 1 Episode 35

In this week's episode, David and Ian cover the continued strength in Growth, what it would take to become interested in Small Caps, and the correlation between volatility and stocks. David discusses…

Published on 5 years, 4 months ago

Episode 034: Come Sail Away With Me

Season 1 Episode 34

In this week's episode, David and Ian discuss the strength in FAANG (and FAANG-like) stocks, "bubbles", and stock splits. David also gives his thoughts on loss aversion and market amnesia. And Ian as…

Published on 5 years, 4 months ago

Episode 033: Grind Time

Season 1 Episode 33

In this week's episode, David and Ian discuss the recent move in interest rates and the implications that could have on Banking stocks, the correction in Precious Metals, Fall Seasonality, and overal…

Published on 5 years, 4 months ago

July 2020 Q&A Panel Discussion

Panel discussion excerpt from the January Lunch n' Learn with clients. Dave and Ian discuss the problems with investment portfolios built for cash flows into today's environment, election year season…

Published on 5 years, 4 months ago