Podcast Episodes
Back to SearchEpisode 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…
5 years, 5 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 Agricul…
5 years, 5 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 f…
5 years, 5 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 t…
5 years, 5 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 correlat…
5 years, 5 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 though…
5 years, 6 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 correctio…
5 years, 6 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 fl…
5 years, 6 months ago
Episode 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 i…
5 years, 6 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,…
5 years, 6 months ago