Podcast Episodes
Back to SearchEpisode 219: Stronger Than You'd Think
Season 5 Episode 31
In this week’s episode, David and Ian discuss the continued strength from equities, gold, and what a falling dollar means for an array of assets.
1 year, 6 months ago
Episode 218: Broad Market
Season 5 Episode 30
In this week’s episode, David and Ian discuss the market rebound above 5400, the long-term environment, and the concept of a “broad market”. Is Growt…
1 year, 6 months ago
Episode 217: Theses
Season 5 Episode 29
In this week's episode, David and Ian discuss the gap down in the S&P 500 on Monday, the increase in volatility, election year seasonality, and the r…
1 year, 6 months ago
Episode 216: Market Vacation
Season 5 Episode 28
In this week’s episode, David rides solo and provides an important update after seeing the start of August off to its worst start since 2002. With pl…
1 year, 6 months ago
Episode 215: Breaking?
Season 5 Episode 27
In this week's episode David and Ian discuss recent performance of the major indices, the notable 2% down day witnessed this week, emerging sectors a…
1 year, 7 months ago
Episode 214: Fish in a Barrel
Season 5 Episode 26
In this week’s episode, David and Kevin discuss the origin of Fish in Barrel, the once in 1.3 Million year event that took place this week, the effic…
1 year, 7 months ago
Episode 213: Same Old Story
Season 5 Episode 25
In this week's episode, Ian and Kevin discuss the continued dominance of mega caps, the continued non-relevance of small caps, consolidations in indu…
1 year, 7 months ago
Episode 212: Thin
Season 5 Episode 24
In this week's episode, Ian and Kevin discuss breadth and the continued thin nature of this market. They also touch on sector relative strength, meta…
1 year, 8 months ago
Episode 211: Field Hippos
Season 5 Episode 23
In this week’s episode, David and Ian discuss the continued strength from Tech and Semis, the potential breadth flush, and weakness overseas.
1 year, 8 months ago
Episode 210: Tech Week
Season 5 Episode 22
In this week’s episode, Ian and Kevin discuss the continued dominance from large cap tech names like AAPL and MSFT, while discussing the relative und…
1 year, 8 months ago