Podcast Episodes

Episode 012: Don't Go Chasing Waterfalls

Season 1 Episode 12

On this week's episode, David and Ian cover the continued selling we have seen in stocks, the historical moves in corporate bond ETFs, and oil prices.

Published on 5 years, 9 months ago

Episode 011: We Will Survive

Season 1 Episode 11

 In this week's episode, David and Ian discuss the continued historical market action we are seeing in many asset classes, what they are looking for in regards to finding a bottom, and the long-term …

Published on 5 years, 9 months ago

Episode 010: Volatility, Volatility, and More Volatility

Season 1 Episode 10

In this weeks episode, David and Ian discuss the historical week we saw in regards to volatility, various inter-market relationships, extreme readings in US Treasuries, and managing risk into the wee…

Published on 5 years, 9 months ago

Episode 009: Historic Market Environment, Protective Action, and Looking Forward

Season 1 Episode 9

 In this week's episode, Dave and Ian discuss the recent historic market environment that was witnessed over the past week, the protective action that was taken within accounts, and what is yet to co…

Published on 5 years, 10 months ago

Episode 008: Biotech, Gold, and Changes in Trend

Season 1 Episode 8

In this week's episode, David and Ian discuss the recent move in Gold Miners, the relative strength among Biotechnology stocks, and the potential for a change in trend with broad market indices. 

Published on 5 years, 10 months ago

Episode 007: It Doesn't Matter Until It Matters

Season 1 Episode 7

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…

Published on 5 years, 10 months ago

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

Season 1 Episode 6

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.

Published on 5 years, 10 months ago

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

Season 1 Episode 5

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…

Published on 5 years, 11 months ago

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

Season 1 Episode 4

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 …

Published on 5 years, 11 months ago

January 2020 Q&A Panel Discussion

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.

Published on 5 years, 11 months ago