Podcast Episodes
Back to SearchEpisode 022: Who Woulda Thought?
Season 1 Episode 22
In this week's episode, David and Ian discuss the continuation of rotation among various areas of the market, new achievements in breadth, the best two months since 2009, and why a lot of the "data m…
Published on 5 years, 7 months ago
Episode 021: Rotation
Season 1 Episode 21
In this week's episode, David and Ian discuss the recent choppy market, Sector rotation, Small Cap participation, and where the major indices need to go next to extend this rally.
Published on 5 years, 7 months ago
Episode 020: Russian Staircases
Season 1 Episode 20
In this week's episode, David and Ian discuss where various indices have gone over the last 2+ years, the lack of participation from Financials and Industrials, strength in Biotech and Software, and …
Published on 5 years, 7 months ago
Episode 019: Warren Buffett Isn't Here To Pick Bottoms
Season 1 Episode 19
In this week's episode, David and Ian discuss the recent attention over Warren Buffett, the rotation between Large Cap Growth and Small Cap Value, stocks that bottomed early, and the continued bearis…
Published on 5 years, 7 months ago
Episode 018: Hot & Cold
Season 1 Episode 18
In this week's episode, David and Ian discuss the breadth expansion that was (and then wasn't), weakness on good news, reactions to various earnings reports, and the broad indecision that we are seei…
Published on 5 years, 8 months ago
Episode 017: Historic Oil Prices, Know What You Own, and Current Range
Season 1 Episode 17
In this week's episode, David and Ian discuss the historic price action in Oil, the importance of knowing what you own, and the current price range that exists within the major indices.
Published on 5 years, 8 months ago
Episode 016: Current Sentiment and Economy-Market Relationship
Season 1 Episode 16
In this week's episode, David and Ian discuss the the current sentiment among retail and institutional traders, the relationship between the market and the economy, recent performance of specific ind…
Published on 5 years, 8 months ago
Episode 015: Is It A Bottom or A Bounce?
Season 1 Episode 15
In this week's episode, David and Ian discuss the expansion in breadth that we saw in equity markets this week, the potential rotation we are seeing among leading sectors, and whether or not technica…
Published on 5 years, 8 months ago
Episode 014: VIX, The Lack of Breadth, and the 60/40 Fallacy
Season 1 Episode 14
In this week's episode, David and Ian discuss the lower volatility we have seen in equity markets, the continued search for a breadth thrust, and why the 60/40 portfolio doesn't work like you think i…
Published on 5 years, 9 months ago
Episode 013: Step by Step, Day by Day
Season 1 Episode 13
In this week's episode, David and Ian discuss the recent bounce we have seen in equity markets, our updated lines in the sand, what finding a bottom in stocks typically entails, and the ability to st…
Published on 5 years, 9 months ago