Podcast Episodes
Back to SearchEpisode 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…
5 years, 3 months ago
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…
5 years, 3 months ago
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…
5 years, 3 months ago
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 …
5 years, 3 months ago
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…
5 years, 4 months ago
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,…
5 years, 4 months ago
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…
5 years, 4 months ago
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, 5 months ago
Episode 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, 5 months 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, 5 months ago