Podcast Episodes
Back to Search
July 30th, 2026
Season 26 Episode 118
RATES - market doing Fed's job
RETAIL - Retail army hit the sell sell sell button!
BREADTH - keeps getting better as market corrects moves sideways
Beco…
2 months ago
July 29th, 2026
Season 26 Episode 117
FED DAY! Nothing burger.
P/E RATIOS - Don't matter as much as you think
REVENUES - Best ever
Become a supporter of this podcast: https://www.spreaker.c…
2 months ago
July 28th, 2026
Season 26 Episode 116
FED - Could a Fed hike be bullish for equities?
KOSPI - still bad
BUYBACKS - open window is opening more
Become a supporter of this podcast: https://www…
2 months ago
July 27th, 2026
Season 26 Episode 115
2 YR Yields suggest the Fed should hike rates
Earnings reporting to change?
PEG Ration - cheapest market in decades?
Become a supporter of this podcast:…
2 months ago
July 24th, 2026
Season 26 Episode 114
Banks are doing fine!
Businesses are being created!
Oil is ready for a pullback.
Become a supporter of this podcast: https://www.spreaker.com/podcast/th…
2 months ago
July 23rd, 2026
Season 26 Episode 113
RATES - moment of truth might be failing for bond buyers.
OIL - Higher she heads into trend resistance. $110 in the cards?
US DOLLAR - Dollar loves unc…
2 months, 1 week ago
Jule 22nd, 2026
Season 26 Episode 112
RATES - US 10YR Yields are at a moment of truth! It would not be surprising to see them reverse and head lower over the next several weeks / months.
G…
2 months, 1 week ago
July 21st, 2026
Season 26 Episode 111
LEVERAGE - Leveraged ETFs only account for 0.25% of US market...and it's falling
VIX - Seasonality is good to know, but not be anchored to
BONDS - More…
2 months, 1 week ago
July 20th, 2026
Season 26 Episode 110
BANKS - new all time high for Bank Index...not something consistent with a weak market
LEVERAGE - Not what the internet scary charts suggest
OIL - Test…
2 months, 1 week ago
July 17th, 2026
Season 26 Episode 109
OVERDONE - are the high beta names done correcting? GS High Beta Basket hitting levels not seens since 2009. Probably closer to a bottom than a top.
R…
2 months, 2 weeks ago