Podcast Episodes

Episode 007: It Doesn't Matter Until It Matters

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Season 1 Episode 7

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In this week's episode, Dave and Ian discuss the history of the impacts of viruses and other health scares on the stock market, the continued outperformance in Large Cap Growth, and the importance of…

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Published on 5 years, 6 months ago

Episode 006: Tesla, Market Breadth, and "Lines in the Sand"

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Season 1 Episode 6

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On this episode, David and Ian discuss the recent choppiness we have seen in the markets, Tesla's parabolic move, and their short-term technical levels to keep an eye on.

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Published on 5 years, 6 months ago

Episode 005: Changes in Character, Coronavirus, and Fiduciary Duties

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Season 1 Episode 5

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In a special episode from Orlando, David and Ian discuss the recent weakness we have seen in certain areas of the markets (and the strength in others), their thoughts on the coronavirus scare, and wh…

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Published on 5 years, 6 months ago

Episode 004: Interest Rates, Utilities, and Trading in Different Environments

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Season 1 Episode 4

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In this episode, Ian and Dave talk about the continued slide in interest rates and what this means for various equity sectors, such as Utilities and Banks. They also cover past environments that are …

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Published on 5 years, 7 months ago

January 2020 Q&A Panel Discussion

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Panel discussion excerpt from the January Lunch n' Learn with clients. Dave and Ian discuss rising rates, why headlines are worthless, and why they remain bullish on the market as a whole.

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Published on 5 years, 7 months ago

Episode 003: China, Dow Transports, and Treasuries

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Season 1 Episode 3

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In this episode, David and Ian discuss what to be focusing on within Emerging Markets, the possible turnaround for IPOs in 2020, new highs for Transports, and what's in store for interest rates and U…

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Published on 5 years, 7 months ago

Episode 002: The Dollar, Oil, and Iran

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Season 1 Episode 2

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In this episode Ian and Dave discuss market strength, broadening participation, the U.S. Dollar, Oil, and the implications of the news regarding Iran.

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Published on 5 years, 7 months ago

Episode 001: Technology, Healthcare, Sentiment, and the Holidays

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Season 1 Episode 1

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In the inaugural episode of "The Market Edge", David and Ian discuss what this podcast will be about as well as the current environment. Topics discussed include relative strength among sectors, what…

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Published on 5 years, 8 months ago