Podcast Episodes
Back to SearchEpisode 047: Wall of Worry
Season 1 Episode 47
In this week's episode, David and Ian discuss the multiple pieces of "noise" being thrown around in the market these days, crazy Mondays, and a slew …
5 years, 8 months ago
Episode 046: The More Things Change, The More They Stay The Same
Season 1 Episode 46
In this week's episode, David and Ian discuss the big week we saw in Small Caps, equity inflow numbers, and what we are seeing in terms of relative h…
5 years, 8 months ago
Episode 045: A Trip Around the World
Season 1 Episode 45
In this week's episode, David and Ian discuss the continue strength from China, the surge in Bitcoin, and renewed interest in Precious Metals. Also, …
5 years, 8 months ago
Episode 044: Seasonality Is Here
Season 1 Episode 44
In this week's episode, David and Ian discuss the strongest and weakest areas of the market, over the past week and for the month of October. They al…
5 years, 9 months ago
Episode 043: No One Knows, Not Even You
Season 1 Episode 43
In this week's episode, David and Ian discuss whether Small Cap and Value stocks are here to stay, Gold and Copper, and China. David reviews the Yiel…
5 years, 9 months ago
Episode 042: Indecision
Season 1 Episode 42
In this week's episode, David and Ian cover another week of indecision in equity markets, which sectors (and industries) are leading and which are la…
5 years, 9 months ago
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 d…
5 years, 9 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…
5 years, 9 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…
5 years, 10 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, 10 months ago