Podcast Episodes

Next Day Prep #233: Regime Shift: Energy Surges as Tech Falters – Friday 3/27/2026

A deep dive into the structural market rotation away from mega-cap tech toward energy and infrastructure—driven by oil fundamentals, sector breadth c…

7 months ago

Next Day Prep #232: Bearish Regime, Fragile Rally: Trading with the Grain – Wednesday 3/25/2026

The market’s latest rally shows select strength, not broad recovery—confirming a Cautious Bearish regime. We break down why only catalyst-driven move…

7 months, 1 week ago

Next Day Prep #231: The Absence That Spoke – Wednesday 3/25/2026

This episode unpacks how the *lack* of a breakout — not the breakout itself — was the key signal in today’s Cautious market. We analyze structural st…

7 months, 1 week ago

Next Day Prep #230: Mega-Cap Drag & Structural Bearishness – Tuesday 3/24/2026

The market’s weakness isn’t broad—it’s concentrated in mega-caps while small/mid-caps hold. Analyst explains why regime alignment, volume, and cataly…

7 months, 1 week ago

Next Day Prep #229: Fear Rally, Not Conviction—Confirm or Fade – Monday 3/23/2026

Today’s market bounce was fear-driven, not conviction-driven—revealing a countertrend correction, not a trend reversal. We break down why partial vol…

7 months, 1 week ago

Next Day Prep #228: The Fragile Pause: Why PL Gapped +25% While SMCI Crashed -33% – Friday 3/20/2026

On this episode, we dissect the same-earnings-day divergence between PL and SMCI, revealing how regime context—not just fundamentals—drives outcomes.…

7 months, 1 week ago

Next Day Prep #227: Bearish Regime Holds—Tactical Flare, Not Structural Shift – Friday 3/20/2026

Despite a late-day energy rally, the market’s bearish regime held firm—breadth decay, weak volume, and earnings dislocation revealed the underlying d…

7 months, 1 week ago

Next Day Prep #226: Everything Green, Regime Still Bearish — The One Number That Explains It All – Monday 3/16/2026

Every sector closed green and SPY gained over one percent — yet the regime stayed Bearish. The hosts break down why breadth moving from 27.5% to just…

7 months, 2 weeks ago

Next Day Prep #225: Oil at 99: How Geopolitics Hijacked the Market and What to Do Monday

7 months, 2 weeks ago

Next Day Prep #223: Flat Close, Hidden War: Energy and AI Were the Only Games in Town

7 months, 3 weeks ago