Ranked #1
Episode 009: Historic Market Environment, Protective Action, and Looking Forward
Episode 009: Historic Market Environment, Protective Action, and Looking Forward
In this week's episode, Dave and Ian discuss the recent historic market environment that was witnessed over the past we... Read more
29 Feb 2020
•
58mins
Ranked #2
Episode 008: Biotech, Gold, and Changes in Trend
Episode 008: Biotech, Gold, and Changes in Trend
In this week's episode, David and Ian discuss the recent move in Gold Miners, the relative strength among Biotechnology ... Read more
22 Feb 2020
•
45mins
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Ranked #3
Episode 007: It Doesn't Matter Until It Matters
Episode 007: It Doesn't Matter Until It Matters
In this week's episode, Dave and Ian discuss the history of the impacts of viruses and other health scares on the stock ... Read more
15 Feb 2020
•
54mins
Ranked #4
Episode 010: Volatility, Volatility, and More Volatility
Episode 010: Volatility, Volatility, and More Volatility
In this weeks episode, David and Ian discuss the historical week we saw in regards to volatility, various inter-market r... Read more
7 Mar 2020
•
48mins
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Ranked #5
Episode 006: Tesla, Market Breadth, and "Lines in the Sand"
Episode 006: Tesla, Market Breadth, and "Lines in the Sand"
On this episode, David and Ian discuss the recent choppiness we have seen in the markets, Tesla's parabolic move, and th... Read more
8 Feb 2020
•
42mins
Ranked #6
Episode 015: Is It A Bottom or A Bounce?
Episode 015: Is It A Bottom or A Bounce?
In this week's episode, David and Ian discuss the expansion in breadth that we saw in equity markets this week, the pote... Read more
10 Apr 2020
•
1hr 9mins
Ranked #7
January 2020 Q&A Panel Discussion
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 ... Read more
24 Jan 2020
•
19mins
Ranked #8
Episode 012: Don't Go Chasing Waterfalls
Episode 012: Don't Go Chasing Waterfalls
On this week's episode, David and Ian cover the continued selling we have seen in stocks, the historical moves in corpor... Read more
21 Mar 2020
•
59mins
Ranked #9
Episode 003: China, Dow Transports, and Treasuries
Episode 003: China, Dow Transports, and Treasuries
In this episode, David and Ian discuss what to be focusing on within Emerging Markets, the possible turnaround for IPOs ... Read more
17 Jan 2020
•
1hr 3mins
Ranked #10
Episode 013: Step by Step, Day by Day
Episode 013: Step by Step, Day by Day
In this week's episode, David and Ian discuss the recent bounce we have seen in equity markets, our updated lines in the... Read more
28 Mar 2020
•
59mins
Ranked #11
Episode 011: We Will Survive
Episode 011: We Will Survive
In this week's episode, David and Ian discuss the continued historical market action we are seeing in many asset classe... Read more
14 Mar 2020
•
46mins
Ranked #12
Episode 014: VIX, The Lack of Breadth, and the 60/40 Fallacy
Episode 014: VIX, The Lack of Breadth, and the 60/40 Fallacy
In this week's episode, David and Ian discuss the lower volatility we have seen in equity markets, the continued search ... Read more
4 Apr 2020
•
1hr 1min
Ranked #13
Episode 016: Current Sentiment and Economy-Market Relationship
Episode 016: Current Sentiment and Economy-Market Relationship
In this week's episode, David and Ian discuss the the current sentiment among retail and institutional traders, the rela... Read more
18 Apr 2020
•
1hr 9mins
Ranked #14
Episode 004: Interest Rates, Utilities, and Trading in Different Environments
Episode 004: Interest Rates, Utilities, and Trading in Different Environments
In this episode, Ian and Dave talk about the continued slide in interest rates and what this means for various equity se... Read more
25 Jan 2020
•
46mins
Ranked #15
Episode 005: Changes in Character, Coronavirus, and Fiduciary Duties
Episode 005: Changes in Character, Coronavirus, and Fiduciary Duties
In a special episode from Orlando, David and Ian discuss the recent weakness we have seen in certain areas of the market... Read more
2 Feb 2020
•
51mins
Ranked #16
Episode 022: Who Woulda Thought?
Episode 022: Who Woulda Thought?
In this week's episode, David and Ian discuss the continuation of rotation among various areas of the market, new achiev... Read more
30 May 2020
•
1hr 6mins
Ranked #17
Episode 021: Rotation
Episode 021: Rotation
In this week's episode, David and Ian discuss the recent choppy market, Sector rotation, Small Cap participation, and w... Read more
23 May 2020
•
1hr
Ranked #18
Episode 020: Russian Staircases
Episode 020: Russian Staircases
In this week's episode, David and Ian discuss where various indices have gone over the last 2+ years, the lack of partic... Read more
17 May 2020
•
1hr 2mins
Ranked #19
Episode 019: Warren Buffett Isn't Here To Pick Bottoms
Episode 019: Warren Buffett Isn't Here To Pick Bottoms
In this week's episode, David and Ian discuss the recent attention over Warren Buffett, the rotation between Large Cap G... Read more
9 May 2020
•
1hr 3mins
Ranked #20
Episode 018: Hot & Cold
Episode 018: Hot & Cold
In this week's episode, David and Ian discuss the breadth expansion that was (and then wasn't), weakness on good news, r... Read more
2 May 2020
•
56mins
