Episodes

  • Episode 233: Looking for Clues
    Dec 13 2024

    In this week's episode, Ian and Kevin discuss the recent developments in growth versus value in equities, resurgence of mega cap names, November 6th election price gaps, cryptocurrencies, and the U.S. Dollar.

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    19 mins
  • Episode 232: Large Cap Tech Leaving the Station
    Dec 7 2024

    In this week’s episode, David and Ian discuss seasonality between Election Day and Inauguration Day, the best six-month period of the year, Bitcoin, and the potential resurgence of Large Cap Tech stocks. They also touch base on potential warning flags for this current market uptrend.

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    31 mins
  • Episode 231: Thankful for Uptrends
    Nov 22 2024

    In this week's episode, David and Ian discuss Bitcoin's post-election rise, performance of momentum funds, Mega Cap Tech stocks, the US Dollar and Gold relationship, and the potential for a relative bottom in commodities.

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    30 mins
  • Episode 230: Maybe, Maybe Not
    Nov 15 2024

    In this week's episode, Ian discusses the recent price action from the major indices following the post election jump last week, continued strength from Bitcoin, and the outlook for Large Cap and Small Cap stocks.

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    15 mins
  • Episode 229: Emotional Bodyguard
    Nov 8 2024

    In this week’s episode, David and Ian discuss the initial market reaction following the election, seasonal expectations, and a healthy mindset to have around politics and your portfolio.

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    43 mins
  • Episode 228: Flashback Friday
    Nov 2 2024

    In this week’s episode, David and Ian flashback to the Whaley and Zweig Breadth thrusts from one year ago. They highlight October’s historical volatility except for a scary October 31st. In addition, they touch base on bonds, crypto, and the 6-month path forward.

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    43 mins
  • Episode 227: Don't Be That Guy
    Oct 25 2024

    In this weeks episode, David and Ian discuss seasonality, the upcoming election, biases, how you shouldn't fight the trend, Bitcoin, and Argentina.

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    46 mins
  • Episode 226: Weight of Evidence
    51 mins