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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, 10 months ago

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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, 10 months ago

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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, 11 months ago

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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, 11 months ago

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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, 11 months ago

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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, 11 months ago

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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, 11 months ago

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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, 11 months ago

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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 possibl…

6 years ago

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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 m…

6 years ago

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