Podcast Episodes
Back to SearchEpisode 032: And The Beat Goes On
Season 1 Episode 32
In this week's episode, David and Ian discuss the indices moving above their respective June highs, weakness in the US Dollar, a potential rotation into Industrials and Transports, and what the futur…
Published on 5 years, 4 months ago
Episode 031: The Close Knows
Season 1 Episode 31
In this week's podcast, David and Ian discuss the separation between Growth and Value stocks, why reactions to earnings matter more than the numbers, what the Apple split means for the Dow Jones, and…
Published on 5 years, 5 months ago
Episode 030: To Diversify or Not To Diversify?
Season 1 Episode 30
In this week's episode, David and Ian discuss the recent moves in precious metals, semiconductors, and U.S. Treasuries. They also discuss the possible opportunity cost of intentional diversification …
Published on 5 years, 5 months ago
Episode 029: Pain Trades
Season 1 Episode 29
In this week's episode, David and Ian discuss the continued sideways market action here in the US, what the strength in Copper and Lumber and could mean, and some thoughts on the widely-used "pain tr…
Published on 5 years, 5 months ago
Episode 028: The Trend Is Right Until It's Wrong
Season 1 Episode 28
In this week's episode, Ian discusses the current sideways price action we have seen over the last few weeks and the continued leadership in Growth areas. He also covers some of his personal views on…
Published on 5 years, 5 months ago
Episode 027: Can You Take Me Higher?
Season 1 Episode 27
In this week's episode, David and Ian review the craziness that we encountered in the first half of 2020, strength in Chinese equities, the rotation back into Growth/Tech, 3rd Quarter seasonality, an…
Published on 5 years, 6 months ago
Episode 026: Broken Levels, Important Developments, and a Podcast Time Machine
Season 1 Episode 26
In this week's episode, David takes a few minutes to discuss the many important developments that took place over this past week. After this update, please stay tuned for a replay of the podcast epis…
Published on 5 years, 6 months ago
Episode 025: The Cream Rises to the Top
Season 1 Episode 25
In this week's episode, David and Ian discuss the ranges we are currently seeing in many indices and other assets, Chinese equities, debunking myths about retail trading, where Treasury yields stand,…
Published on 5 years, 6 months ago
Episode 024: No Sunshine On This Island
Season 1 Episode 24
In this week's episode, David and Ian discuss a resurgence in the volatility and the VIX, island reversals and failed breakouts, current lines in the sand, and what a potential short-term (or long-te…
Published on 5 years, 6 months ago
Episode 023: The Market Marches On
Season 1 Episode 23
In this week's episode, David and Ian discuss the continued tilt we are seeing towards Small Caps and Value stocks, increased interest in Foreign equities, why many particpants are looking for the wr…
Published on 5 years, 7 months ago