The Weekly Trend

Episode 304: Worst Episode Ever

Fri, 10 Jul 2026 13:00:00 -0500

In this week's episode, David and Ian discuss the current consolidation, what they are seeing out of financials, specifically banks, European financials, industrials, small cap areas of the market, like biotech, and improved breadth.

Episode 303: Nominal Percent

Fri, 26 Jun 2026 13:00:00 -0500

In this week's episode, David and Ian discuss the the recent rise in the U.S. Dollar and how that is interesting when paired with Emerging Markets and Small Caps outperformance. They also discuss the current range the S&P 500 has been in since May, the failed breakout in long-term interest rates, market breadth, and thinking in terms of percentages rather than nominal dollar values.

Episode 302: Indicative

Fri, 12 Jun 2026 12:00:00 -0500

In this week's episode, David and Ian discuss the SpaceX IPO taking place today, how the different indices are treating SpaceX, areas of the market that are trying to breakout to new all-time highs, the recent price action for banks and the U.S. Dollar. They also discuss what they would like to see out of the consumer discretionary sector, how transports are still strong, and the World Cup kicking off this week.

Episode 301: IPOs and I Don't Knows

Fri, 05 Jun 2026 14:00:00 -0500

In this week's episode, Ian and Kevin discuss the SpaceX IPO and treatment from major indices and the tough week for cryptocurrencies and commodities. They also discuss the lackluster market breadth and the continued thin market and the strong move from the U.S. Dollar.

Episode 300: CCC

Fri, 22 May 2026 15:00:00 -0500

In this week's episode, David Zarling, Ian McMillan, and Kevin Firari discuss Nvidia performance versus Semiconductors and the broad market as a whole, areas of the market that are underperforming, equal weight S&P 500 (RSP) out to all time highs, recent AAII survey results, interesting names within the Nasdaq that are performing well, fixed income, and potential rate hikes.

Episode 299: Tech Panic

Sat, 16 May 2026 06:00:00 -0500

In Episode 299, David Zarling and Ian McMillan break down a market that remains heavily driven by semiconductors, with tech and energy the only sectors above their relative 200-day lines versus the S&P 500. They discuss the dominance of AI-related leadership, emerging markets’ semiconductor exposure, Apple’s relative strength, and whether software could benefit from a rotation if AI enthusiasm broadens. The conversation also weighs growing warning signs beneath the surface, including weak breadth, rising rates, struggling financials and homebuilders, and the possibility that the market is either setting up for rotation or becoming increasingly vulnerable after a narrow advance.

Episode 298: Musings

Fri, 08 May 2026 14:00:00 -0500

In this week's episode David and Ian discuss the areas of the market at all time highs, including the Magnificent Seven, and how bullish it is for market participants being willing to buy at all time highs. They also discuss international areas that continue to perform well, whether we are witnessing a similar period to the dot com bubble of the late 90's and early 2000's, along with other macroeconomic narratives that are at play, and how the narratives truly don't matter at the end of the day.

Episode 297: All Time Highs

Fri, 01 May 2026 14:00:00 -0500

In this week's episode David and Kevin discuss the areas of the market going out to all-time highs, the return profile if you buy at all time highs, and the continued effect semiconductors, storage, and electronic components is having across multiple industries and sectors. They also discuss the areas of international equities that are performing well, how international performance is also tilted towards semiconductor exposure, the Magnificent Seven, bearish sentiment continuing, market breadth, and is the divergence between equity indices and risk-on areas a fixed income.

Episode 296: The Semiconductor Show

Fri, 24 Apr 2026 14:00:00 -0500

In this week's episode Ian and Kevin discuss the continued strength out of Semiconductors and Technology, while other areas of the market failed to reach or surpass previous highs. They also discuss the strength out of Asia while Latin America cools off, Bitcoin, Small Caps, and that they would like to see risk-on behavior continued in the fixed income space.

Episode 295: Tough Stuff

Mon, 20 Apr 2026 08:00:00 -0500

In Episode 295 of the Weekly Trend podcast, David and Ian break down the market’s stunning return to new all-time highs, unpacking what the sharp V-shaped recovery means for investors, advisors, and anyone still waiting for a pullback that may never come. They explore the significance of the S&P 500 reclaiming its 200-day moving average, the psychology of chasing strength after a fast rebound, why weak breadth still deserves attention, and how leadership from semiconductors, AI, crypto, and other high-beta areas may be signaling a renewed risk-on environment. The conversation also dives into the limits of narrative-driven investing, the value of technical analysis during fast-moving market shifts, and how their rules-based Adaptive Select ETF responded by moving back into participation after a brief defensive period.

Episode 294: Datalyzation

Fri, 10 Apr 2026 13:00:00 -0500

In this week's episode David and Ian discuss the S&P 500 being back above a 200 day moving average, where do you start with reconstructing your portfolio, the strength out of semiconductors and other risk-on areas of the market. They also discuss how software, private credit, Bitcoin, MAGS, and FNGS continue to lag. Other topics discussed are International equities and is the move in oil and energy over?

Episode 293: Guilty Until Proven Innocent

Fri, 27 Mar 2026 13:00:00 -0500

In this week's episode David and Ian discuss the S&P 500 moving below 6500, continued strength early in the week followed by weakness moving into the weekend, Magnificent Seven and mega-cap tech leading to the downside again, the relationship between energy stocks and oil, international areas holding up well on a relative basis, and what they are seeing in fixed income and commodities.

Episode 292: March Madness 2.0

Fri, 20 Mar 2026 12:00:00 -0500

In this week's episode Ian and Kevin discuss the major indices now below their 200-day moving averages, what it would look like if the S&P 500 does not find support at 6500, the rough look for long-term treasuries and fixed income in general, trade-weighted U.S. Dollar fighting to get back above 100, the performance out of energy and how that parallels 2022 behavior, and how international equities need to find support.

Episode 291: Ides of March

Fri, 13 Mar 2026 13:00:00 -0500

In this week's episode David and Ian discuss the bullish engulfing candles witnessed on Monday, but no follow-through in sight with the S&P back below 6800. They also discuss the relationship between oil and energy prices, when else have we seen Financials be the worst performer to start the year, breadth deterioration, what it means if XLP breaks down while outperforming the rest of the market on a relative basis, fixed income and interest rates, international equities, and what is going on with Private Credit. Also discussed is precious metals, precious metals miners, changes in membership of the S&P 500, and cryptocurrency.

Episode 290: The Great In-Between

Fri, 06 Mar 2026 13:00:00 -0600

In this week's episode David and Ian discuss the continued chop in the S&P 500, bearish sentiment, retail buying, energy stocks with the increase in oil prices, support and resistance, theses for the range in the S&P 500 being further consolidation and then a move higher, or the forming of a market top.

Episode 289: The Waiting Game

Fri, 27 Feb 2026 10:00:00 -0600

In this week's episode David and Ian discuss the S&P 500 continuing to be rangebound, sector rotation and industry performance during different points of the market cycle. They also discuss what it would look like if there is a mid-year 8-12% correction which would be perfectly normal with mid-term year seasonality. Other topics discussed is cryptocurrencies, Nvidia earnings reaction, materials and miners, microcaps, international equities, interest rates, private credit, and the U.S. Dollar.

Episode 288: Glass Box

Fri, 20 Feb 2026 12:00:00 -0600

In this week's episode David and Kevin discuss the S&P 500 continuing to be within a tight range, bearish market sentiment with large amounts of short selling, what would happen if the Magnificent 7 and software begin to participate to the upside, the continued strength internationally, precious metals, continued strength in value sectors, and what could conflict in Iran mean for the market.

Episode 287: New Leader on the Podium?

Fri, 13 Feb 2026 13:00:00 -0600

In this week's episode David and Ian discuss the S&P remaining range-bound, differentiation between S&P 500 performance and the average performance of it's constituents. They also discuss market breadth, sentiment, the continued drawdown in software, how homebuilders are starting to look interesting along with transportation stocks even with the rough week for trucking stocks. They also discuss seasonality moving into the second half of February, interest rates and what a move lower in rates might mean for the broader market.

Episode 286: All American

Fri, 06 Feb 2026 13:00:00 -0600

In this week's episode David and Ian discuss the move to the downside in Bitcoin and other crypto assets, the poor performance from mega cap names and software, the strength out of industrials, financials, small caps and mid caps. They also talk about market breadth, precious metals and materials, potential false breakdowns, and risk on and risk off behavior.

Episode 285: Shot Across the Bow

Fri, 30 Jan 2026 13:00:00 -0600

In this week's episode, David and Ian discuss how the strongest areas appear to be getting hit the hardest to close out the week, an update on seasonality, sector rotation dynamics, if the move in precious metals and mining is over, the VIX, and large cap tech participation.

Episode 284: Idiomatic

Fri, 23 Jan 2026 13:00:00 -0600

In this week's episode, David and Ian discuss the continued move to the upside in precious metals and the relative relationship between the metals and their miners. They also discuss the 5-standard deviation move in Japanese Bonds, signs for risk on/risk off behavior, international equities, energy, small caps, January seasonality, market breadth, crypto, and fixed income.

Episode 283: Differentiation

Fri, 16 Jan 2026 13:00:00 -0600

In this week's episode, David and Ian discuss how mega cap growth names are lagging behind, while small caps and international equities continue to outperform. Does this mean 2026 will be a year of differentiation? They also discuss precious metals, crypto, interest rates, and some market relationships they find interesting.

Episode 282: New Year Same Market

Fri, 09 Jan 2026 12:00:00 -0600

In this week's episode, Ian and Kevin discuss how metals and mining are off to a good start this year, the Russell 2000 with a nice setup again, international equities, areas of Financials that are performing well, a mixed bag from semiconductors, and crypto miners.

Episode 281: Plan > Prediction

Fri, 02 Jan 2026 16:00:00 -0600

In this week's episode, David and Ian discuss areas of the market that had a good year in 2025, like international equities, metals and mining, precious metals, and also what areas had a poor year in 2025. They also discuss semiconductors in the broader context of market sector makeup and an update on the Santa Claus rally.

Episode 280: Elf on the Shelf

Fri, 19 Dec 2025 12:00:00 -0600

In this week's episode, David Zarling and Ian McMillan discuss growth versus value, high beta versus low volatility, market cap relative relationships, and other risk-on/risk-off relationships to close out the year and what might be in store in 2026. They also discuss international equities, Bitcoin, and how interest rates continue to appreciate against Fed rate cuts.

Episode 279: Floating Prison

Fri, 12 Dec 2025 14:00:00 -0600

In this week's episode, David Zarling and Ian McMillan discuss if we are seeing rotation out of tech and growth areas of the market into value and small cap focused areas. They also discuss international areas that are holding up well, bitcoin, poor performance from the consumer staples sector, precious metals, and materials.

Episode 278: 5x the Fun

Fri, 05 Dec 2025 13:00:00 -0600

In this week's episode, David Zarling and Ian McMillan discuss the areas of the market that are out to all time highs, improved breadth, what is supporting the bullish thesis, 5x leverage funds, cryptocurrency, and interest rates.

Episode 277: Living on the Edge

Fri, 21 Nov 2025 14:00:00 -0600

In this week's episode, Ian McMillan and Kevin Firari discuss the price action following Nvidia earnings, reinforcement of key price levels for the S&P 500, rotation into later-cycle sectors like Healthcare, Energy, and Financials, Fund Manager Survey cash levels, the VIX, and what we could see play out to end 2025.

Episode 276: Deja Vu

Fri, 14 Nov 2025 13:00:00 -0600

In this week's episode, David Zarling and Ian McMillan discuss market breadth and participation, areas of healthcare that have been holding up well, like biotech and pharmaceuticals. They also discuss whether the leadership from large cap tech and semiconductors is over, how software is at an interesting level, Michael Burry closing his fund, Bitcoin, and an update on fixed income.

Episode 275: Thin Ice

Fri, 07 Nov 2025 12:00:00 -0600

In this week's episode, David Zarling and Ian McMillan discuss the current pullback in equities, important levels moving forward, the US Dollar, Gold and Gold Miners, International areas still holding up well, and earnings reactions.

Episode 274: Trick or Treat

Sat, 01 Nov 2025 11:00:00 -0500

Hosts David Zarling and Ian McMillan discuss the state of the markets amid a split environment where large-cap tech and semiconductor stocks drive the S&P 500 to new highs while many smaller stocks lag behind. They note mixed earnings reactions among major companies like Apple, Amazon, Microsoft, and Meta, and highlight signs of narrowing market breadth and potential caution signals such as the “Hindenburg Omen.” The pair also analyze trends in Bitcoin, commodities, and interest rates, emphasizing the continued dominance of mega-cap stocks, strong seasonality for Q4, and the importance of sticking with prevailing uptrends.

Episode 273: Orphan Annie

Fri, 24 Oct 2025 13:00:00 -0500

In this week’s episode David and Ian discuss the areas of the market looking to go out at new all time highs, an update on Gold and Gold Miners, International Equities, risk-on indicators, investor sentiment, cryptocurrencies, interest rates and fixed income areas of the market.

Episode 272: Pan Out

Fri, 17 Oct 2025 11:00:00 -0500

In this week’s episode David and Ian discuss the inside week for the market, regional banks struggling while big banks are holding up better, small caps and biotech, is the move over for gold and gold miners, and looking forward at potential scenarios on market movements.

Episode 271: Handshakes

Sat, 11 Oct 2025 10:00:00 -0500

In this week’s episode David and Ian discuss recent market developments, including ongoing breadth divergences and recent deterioration in Financial and Home Construction stocks. They highlight interesting areas of relative strength as well as how Friday’s downside day could just be one-day volatility or the start of another correction. Tune in to find out the latest market developments through the lense of technical analysis.

Episode 270: Fall Ball

Fri, 03 Oct 2025 12:00:00 -0500

In this week’s episode, David and Ian discuss areas still at or moving to all time highs, risk on versus risk off behavior, potential challenges to the continued bullish thesis, sentiment, potential reactions to a potential correction, the government shutdown, and postseason baseball.

Episode 269: Hanging Out

Fri, 26 Sep 2025 15:00:00 -0500

In this week’s episode, Ian and Kevin discuss how it seems like stocks could pause and consolidate to start October, interesting relative charts, risk on areas in equities and fixed income, the continued performance from the mining industry, commodities, and transportation tech funds.

Episode 268: Riding Trends

Fri, 19 Sep 2025 12:00:00 -0500

In this week’s episode, David and Ian discuss areas of the market moving out to recent or all time highs, an update on small caps, the proposed change to earnings reports, rate cuts, areas of positive performance in underperforming sectors, precious metals, and emerging markets.

Episode 267: All Over The Place

Fri, 05 Sep 2025 15:00:00 -0500

In this week’s episode, David and Ian discuss how precious metals and precious metals miners continue to do well, homebuilders are showing strength, lumber continuing to move lower, whether this is a start of a larger move in Biotech, areas of strength within small caps, moves in interest rates, and other areas of the market that are consolidating.

Episode 266: Time for Fall?

Fri, 29 Aug 2025 12:00:00 -0500

In this week’s episode, David and Ian discuss financials going out to all-time highs, a review of August seasonal expectations versus actual performance over the month, the consolidation within the technology sector with industries like semiconductors, an update on precious metals and precious metals miners. They also discuss the areas of industrials that are performing well, like aerospace related companies, and they also discuss the areas abroad that continue to perform well.

Episode 265: Climbing the Rope

Fri, 22 Aug 2025 12:00:00 -0500

In this week’s episode, David and Ian discuss the fear in the market going into today's large move to the upside. They also discuss the things confirming the thesis that the market will continue to move higher, how small caps are potentially bottoming on a relative basis versus large caps, and international areas of the market starting to show signs of relative strength again.

Episode 264: You Get What You Get

Fri, 15 Aug 2025 12:00:00 -0500

In this week’s episode, David and Ian discuss the move in small caps this week and the 80% upside day, Dow Jones trying to move to all-time highs, international areas that are still showing strength, crypto participation and divergence, and how important it is to simply participate in the current trend rather than trying to time market tops and bottoms.

Episode 263: One Foot Out The Door?

Fri, 08 Aug 2025 12:00:00 -0500

In this week’s episode, David and Ian discuss the reduction in Breadth, recent moves in AAPL and LLY, continued performance of momentum, continued bearish sentiment, and what is going on with precious metals.

Episode 262: Virtual Seasonality

Fri, 01 Aug 2025 11:00:00 -0500

In this week’s episode, David and Ian discuss the down start to August, seasonality, market breadth, the increase in the put/call ratio and the VIX. They also discuss areas that are showing relative strength and relative weakness, like growth vs. value, high beta vs. low volatility, and momentum. They also discuss how the overall trend in the market remains up, precious metals and industrial metals, Bitcoin, and fixed income updates.

Episode: 261 Can't Complain

Fri, 18 Jul 2025 11:00:00 -0500

In this week’s episode, Ian and Kevin talk about the continued signs of risk-on behavior, like growth versus value, Bitcoin continuing higher, alt coins moving higher, international areas of fixed income, and convertible bonds. They also discuss how Chinese equities are beginning to look interesting, the Russell 2000 and return contribution rates.

Episode 260: Mid-Summer Cooling?

Fri, 11 Jul 2025 13:00:00 -0500

In this week’s episode, David and Ian discuss what it means to be at all-time highs, the recent breakout for Bitcoin, how precious metals have performed recently, international equities, and what sectors of the market are currently "hands off" and which ones are performing well on a relative basis.

Episode 259: Checking the Boxes

Fri, 27 Jun 2025 13:00:00 -0500

In this week’s episode, David and Ian discuss the areas of the market going out to new all time highs, certain relative relationships, like high beta to low volatility and growth versus value. They also discuss how although growth areas like technology are currently leaders, other areas of the market are still participating to the upside, a weak U.S. Dollar, interest rates, risk on areas of fixed income, and Oil.

Episode 258: Sentiment Check

Fri, 20 Jun 2025 12:00:00 -0500

In this week’s episode, David and Ian discuss the current sentiment in the market, the Put/Call Ratio, major indices and areas of the market that are participating to the upside and trading above their 200 day moving averages, international equities, and interest rates.

Episode 257: Band of Brothers

Sun, 15 Jun 2025 19:00:00 -0500

In this week’s episode, David and Ian discuss the sideways action in broad indices and the resurgence in metals, particularly Gold and Platinum. Small Caps continue to struggle, even with strong performance overseas. The Dollar holds below 101 and likely confirms new downtrend, coinciding with the spike in Crude prices.

Episode 256: Dollar Lower for Longer?

Fri, 06 Jun 2025 15:00:00 -0500

In this week's episode, David and Ian discuss areas of the market trading above their 200 day moving averages and reaching all time highs. They also discuss commodities and if Oil will get back above $65/barrel, if the US Dollar with stay weak, and what they expect from interest rates.

Episode 255: Messy Summer?

Fri, 30 May 2025 14:00:00 -0500

In this week's episode, David and Kevin discuss the areas of the market at or reaching important areas of supply, international areas of the market that are continuing to hold up well, weekly versus monthly candles, and the strength out of momentum.

Episode 254: Vacation Snacks

Sun, 25 May 2025 09:00:00 -0500

In this week’s episode, David and Ian discuss the potential new regime we have in stocks, with the S&P 500 back above its 200 day moving average. Bitcoin continues to behave nicely, reaching all-time highs this past week. Tech and Aerospace names lead the way. And what impact will interest rates play going forward, now that they are back to their 2023 highs?

Episode 253: Hot Knife Through Butter

Sat, 17 May 2025 22:00:00 -0500

In this week’s episode, David and Ian discuss the strong demand that took the S&P 500 through 5800 like a Hot Knife through Butter. They highlight the need for sustained trade above the 200-day moving average on the S&P 500. In addition, they cover important developments in Healthcare Stocks, Technology Stocks, Rotation into Large-Cap Growth, International Stocks, Homebuilders, Bitcoin, Gold, and Semiconductors.

Episode 252: To Be Frank

Sun, 11 May 2025 06:00:00 -0500

In this weeks episode, David and Ian discuss the price action over the last few weeks and where we now stand, continued strength from Bitcoin, foreign equities, and potential issues within the Consumer Discretionary sector.

Episode 251: Rubber Meets The Road

Fri, 02 May 2025 13:00:00 -0500

In this week's episode, David and Ian discuss the how strong the end of April and beginning of May has been for the market, breadth thrusts, and specific areas of the market holding up well, like Bitcoin, Global Infrastructure, and Growth areas.

Episode 250: Green Shoots

Fri, 25 Apr 2025 08:00:00 -0500

In this week's episode, David and Ian discuss the possibility for a Zweig breadth thrust, the important levels on the S&P 500 coming up, the areas of the market that are showing strength, the tariff narrative and market movement, and the need for follow-through on recent price movement.

Episode 249: The Best of Days and the Worst of Days

Fri, 11 Apr 2025 15:00:00 -0500

In this week's episode, David and Ian talk about the large up day witnessed on Wednesday and the lack of follow through later in the week, the strength out of Gold, weakness out of Silver, how Bitcoin is holding up relatively well, and how previously strong areas of the market are faring now.

Episode 248: Falling Knives

Fri, 04 Apr 2025 13:00:00 -0500

In this week’s episode, David and Ian discuss the strong selling pressure witnessed this week, correlations moving to one, the importance of having a process, and what, if any areas of the market are holding up while the main indices pull back.

Episode 247: Prove It Market

Sun, 30 Mar 2025 13:00:00 -0500

In this week’s episode, David and Ian discuss International market strength, US market weakness, and important levels buyers must reclaim. In addition, they touch base on Gold, Bitcoin, Oil, Energy, Utilities, Breakfast food, Baseball, and the Masters. Not all market environments are the same.

Episode 246: Time to Drive?

Sat, 22 Mar 2025 08:00:00 -0500

In this week’s episode, David and Ian discuss the appropriate risk-management process when US Markets are below their 200-day moving average. They also highlight what’s happening with International stocks, US sectors, precious metals, the dollar, and crypto.

Episode 245: Markets Stay Rocky

Fri, 14 Mar 2025 15:00:00 -0500

In this week's episode, Ian and Kevin give a quick update on the major indices being below their 200 day moving averages. They also talk about the sectors that are still above their 200 day moving averages, the continued strength out of international equities, gold, and copper.

Episode 244: Process > Prediction

Fri, 07 Mar 2025 13:00:00 -0600

In this week's episode, David and Ian discuss the major indices currently below their 200 day moving averages, the current strength in international equities, Bitcoin struggling with $91,000, and what the potential scenarios are for the market with the S&P's current price action.

Episode 243: Jimmy McGinty

Fri, 28 Feb 2025 17:00:00 -0600

In this week's episode, David and Ian discuss the continued bearish sentiment among market participants, certain areas of the market that are still within uptrends, the VIX, the Put/Call Ratio, and how you need to look at recent market moves in terms of an overall bigger picture.

Episode 242: The Bearish Thesis

Fri, 21 Feb 2025 13:00:00 -0600

In this week's episode, David and Ian discuss the bearish sentiment among market participants and some of the mixed signals within sentiment indicators. They also discuss how a bearish move in the market over the near term, does not necessarily mean that there will not be gains within the market by year end.

Episode 241: Valens Trends

Fri, 14 Feb 2025 14:00:00 -0600

In this week's episode, David and Ian discuss the S&P hitting an all time high, recent consolidations, Russell 2000 continuing to lag behind, Gold, gauging the economy based on charts, and international equities with the recent pullback of the US Dollar.

Episode 240: Ned Ryerson

Fri, 07 Feb 2025 14:00:00 -0600

In this week's episode, David and Kevin discuss the back to back weeks with Monday morning gaps down, potential red flags in the market, risk-on bond relationships, Financials, important relative levels, and bearish sentiment.

Episode 239: Shake n Bake

Fri, 31 Jan 2025 13:00:00 -0600

In this week's episode, David and Ian discuss the selloff witnessed over the weekend and earlier in the week, Nvidia, China and DeepSeek, how the broader market responded after Monday, and what the seasonality data is foreshadowing for market performance in 2025.

Episode 238: Room for Activities

Fri, 31 Jan 2025 11:00:00 -0600

In this week's episode, David and Ian discuss the evidence that points to a continuation of the current bull market, like the new all time high for the S&P 500, year-to-date sector top performers, like Financials and European Financials, credit spreads, and the weakening of the U.S. Dollar.

Episode 237: Phil D Gap

Fri, 17 Jan 2025 14:00:00 -0600

In this week's episode, David and Ian discuss the recent pullbacks to election gaps, and those sectors that held their gaps and reclaimed 50 day moving averages. They also discuss the current state of the growth versus value relationship and recent moves in commodities.

Episode 236: Cracks in the Ice

Fri, 10 Jan 2025 15:00:00 -0600

In this week's episode, Ian and Kevin discuss the major indices and sectors that are either testing their election gaps or are already through their election gaps. They also discuss areas of the market below 200 day moving averages, recent moves in bonds, strong dollar, gold, commodities, and international equities.

Episode 235: Heavenly Crown

Fri, 03 Jan 2025 15:00:00 -0600

In this week's episode, David and Ian review the market developments witnessed in 2024, the start to 2025, the Santa Claus Rally, the U.S. Dollar, and the relationship between gold and U.S. equities.

Episode 234: Puzzle Pieces

Fri, 20 Dec 2024 13:00:00 -0600

In this week's episode, David and Ian discuss market results thus far for 2024, the 93% down day witnessed on Wednesday, market breadth, board games, and the benefits and advantages of trend following.

Episode 233: Looking for Clues

Fri, 13 Dec 2024 14:00:00 -0600

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.

Episode 232: Large Cap Tech Leaving the Station

Sat, 07 Dec 2024 10:00:00 -0600

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.

Episode 231: Thankful for Uptrends

Fri, 22 Nov 2024 15:00:00 -0600

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.

Episode 230: Maybe, Maybe Not

Fri, 15 Nov 2024 13:00:00 -0600

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.

Episode 229: Emotional Bodyguard

Fri, 08 Nov 2024 15:00:00 -0600

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.

Episode 228: Flashback Friday

Sat, 02 Nov 2024 10:00:00 -0500

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.

Episode 227: Don't Be That Guy

Fri, 25 Oct 2024 14:00:00 -0500

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

Episode 226: Weight of Evidence

Sat, 19 Oct 2024 08:00:00 -0500

Episode 225: Ragin Cajun

Sat, 12 Oct 2024 07:00:00 -0500

In this weeks episode, David and Ian discuss the continued strength from markets, despite underperformance from the Tech sector. Treasuries took another hard hit this week. Crude and Gold move higher, despite strength from the US Dollar.

Episode 224: Keep It Simple

Fri, 04 Oct 2024 13:00:00 -0500

In this weeks episode, David and Ian discuss the strong performance seen from China, recent movements in Energy and the U.S. Dollar and what that means for the equity markets, developments in Retail, and keeping is simple with using technical analysis.

Episode 223: Draw 25

Fri, 27 Sep 2024 15:00:00 -0500

In this weeks episode, David and Ian discuss the new highs in multiple areas across the market, the "interesting" reaction in interest rates after the Fed cut, and the big week for China. Also, if Tech isn't leading the market higher, where is the strength coming from?

Episode 222: This Is How You Keep Up

Fri, 20 Sep 2024 13:00:00 -0500

In this week’s episode, David and Ian discuss the continued uptrend in stocks, what type of appetite we are seeing in Bitcoin, and potential scenarios over the next 12 months.

Episode 221: Timeframe Matters

Sat, 07 Sep 2024 09:00:00 -0500

Episode 220: Risk-off Areas

Fri, 30 Aug 2024 15:00:00 -0500

In this week’s episode, Ian and Kevin discuss the S&P being flat this week, risk off areas in fixed income, if recent movement in Utilities and Staples contradicts the risk off view, the Japanese Yen and Nikkei, and recent performance of value areas like Financials, Materials, and Industrials.

Episode 219: Stronger Than You'd Think

Fri, 23 Aug 2024 15:00:00 -0500

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.

Episode 218: Broad Market

Fri, 16 Aug 2024 14:00:00 -0500

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 Growth vs. Value the same for all pieces of the market? What have been the ripple effects of a weak dollar? Is “insider” selling something to concern yourself about?

Episode 217: Theses

Fri, 09 Aug 2024 14:00:00 -0500

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 recent move in the Nikkei.

Episode 216: Market Vacation

Fri, 02 Aug 2024 12:00:00 -0500

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 plenty of outside uncertainty (assassination attempts, Presidents removing themselves from consideration, Crowdstrike server outages, Venezuela uprising) it is important to focus on price. In this episode, David highlights the current market environment including important market levels to pay attention to.

Episode 215: Breaking?

Fri, 26 Jul 2024 14:00:00 -0500

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 and industries like financials, the presidential election and seasonality, and international equities.

Episode 214: Fish in a Barrel

Fri, 12 Jul 2024 15:00:00 -0500

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 efficiency of markets, and the significance of this week on the rest of the year.

Episode 213: Same Old Story

Fri, 05 Jul 2024 11:00:00 -0500

In this week's episode, Ian and Kevin discuss the continued dominance of mega caps, the continued non-relevance of small caps, consolidations in industrials, financials, and healthcare, recent performance in commodities, and Bitcoin breaking down.

Episode 212: Thin

Fri, 28 Jun 2024 12:00:00 -0500

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, metals and miners, the Yen, and the U.S. Dollar.

Episode 211: Field Hippos

Sat, 22 Jun 2024 10:00:00 -0500

In this week’s episode, David and Ian discuss the continued strength from Tech and Semis, the potential breadth flush, and weakness overseas.

Episode 210: Tech Week

Fri, 14 Jun 2024 13:00:00 -0500

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 underperformance from the rest of the sectors. They also cover the recent performance of international areas, how bonds are starting to show signs of life, the US Dollar, and Japanese Yen.

Episode 209: Struggle Bus

Fri, 07 Jun 2024 13:00:00 -0500

In this week’s episode, David and Ian discuss the continued opportunity cost of owning Small Caps, lack of risk parity in Treasuries, the trade weighted dollar, credit spreads, sector analysis, and market breadth deterioration.

Episode 208: The Years are Short

Fri, 24 May 2024 14:00:00 -0500

In this week’s episode, David and Kevin discuss Nvidia earnings and stock split announcement, other recent stock splits, Dow Theory and divergences, semiconductor seasonality, recent market performance, and the holiday weekend.

Episode 207: The Percentage Life

Sat, 18 May 2024 06:00:00 -0500

In this week’s episode, David and Ian discuss the solid rebound in equities and metals, including Gold and Copper. Interest rates find likely support for a move higher. What is a ‘weight of the evidence’ approach? And a potential summer return for Tech and Mega Caps.

Episode 206: Know Your Market History

Sat, 11 May 2024 06:00:00 -0500

Episode 205: Non-Farm Price

Sat, 04 May 2024 03:00:00 -0500

In this week’s episode, David and Ian discuss the volatile week in stocks, what’s holding up underneath the surface, and why relying on headline data for market moves may not be the best choice.

Episode 204: Just Hangin Around

Sat, 27 Apr 2024 04:00:00 -0500

In this week’s episode, David and Kevin discuss US Equities hangin’ around important levels, normal seasonality for election years and the strongest / weakest 6 months in a 12 month period. Kevin highlights developments in the bond and commodities markets. David touches base on investor behavior while Kevin brings up the importance of understanding your time frame. Many important topics and nuggets are provided in this episode. Take a listen, let us know what you think, and share with others if you deem it worthwhile.

Episode 203: Normally Abnormal

Sat, 20 Apr 2024 06:00:00 -0500

In this week’s episode, David and Ian discuss the continued sell off in equities. The Nasdaq and areas such as Tech have been the hardest hit over the last few weeks. Will that continue? Gold and Bitcoin continue to hold up well, even in the face of a rising US Dollar.

Episode 202: Spring Time

Sat, 13 Apr 2024 05:00:00 -0500

In this week’s episode, David and Ian discuss the first two-week correction in stocks since late October, the continued rise in Gold and base metals as a whole, and the big picture view from where we stand across all assets.

Episode 201: Red Flags vs Green Flags

Sat, 06 Apr 2024 08:00:00 -0500

In this week’s episode, David and Kevin discuss risk-on and risk-off signals from this market. They cover everything from US Equities, the resurgence of commodities (including precious metals, industrial, energy, and soft commodities), currencies, and the credit environment. You will want to tune in as Kevin and David make the case for a bullish Summer by highlighting an important development in Emerging Market Credit.

Episode 200: Time for Small Caps?

Fri, 29 Mar 2024 20:00:00 -0500

In this week's episode, Dave and Ian discuss Small Caps pushing higher, although they are still trying to participate on a relative basis. They also discuss metals and mining, Bitcoin, homebuilders, energy, and March seasonality.

Episode 199: Areas of Interest

Sat, 16 Mar 2024 01:00:00 -0500

In this week’s episode, Ian and Kevin discuss momentum indicators on the S&P, the top performing sectors this week, some interesting areas of bonds, and weak performance continuing from clean energy.

Episode 198: Soap Box

Sat, 09 Mar 2024 04:00:00 -0600

In this week’s episode, David and Ian discuss the psychological impacts from the recent rally and how retail and institutional investors may have different approaches.

Episode 197: BTFD

Sat, 02 Mar 2024 05:00:00 -0600

In this week’s episode, David and Ian discuss the psychological impacts from the recent rally and how retail and institutional investors may have different approaches.

Episode 196: Tapping the Fishbowl

Sat, 24 Feb 2024 03:00:00 -0600

In this week’s podcast, David and Ian discuss the continued new highs from S&P 500 and Nasdaq 100, the continued disbelief from market participants, and why Small Caps continue to point to a potential turn around.

Episode 195: Roses are Red

Sat, 17 Feb 2024 04:00:00 -0600

In this week’s podcast, David and Ian discuss why the recent rally seems so hated, another potential turn for Small Caps, and what developments could lead to a continued move upward.

Episode 194: Sell the Super Bowl?

Sat, 10 Feb 2024 05:00:00 -0600

In this week’s podcast, David and Ian discuss the continued march higher in stocks, a relative rebound from Small Caps, and what to look out for in the coming weeks. Breadth has been light, but maybe not as bad as some have made it out to be. Foreign stocks continue to lag their US peers. And a strong rebound in Bitcoin.

Episode 193: Groundhog Day

Sat, 03 Feb 2024 04:00:00 -0600

In this week’s podcast, David and Ian discuss current market trends, earnings reactions for some members of the Magnificent 7, and the ripple effects of a strong US dollar.

Episode 192: Dynasties

Sat, 27 Jan 2024 05:00:00 -0600

In this week's episode, Dave and Ian discuss highlights from the most recent Client First Lunch & Learn. They also discuss stocks reaching all time highs, semiconductors and other technology areas and whether they went too far too quickly.

Episode 191: Two Years in the Making

Sat, 20 Jan 2024 02:00:00 -0600

In this week's episode, David and Ian discuss the brand new all-time highs for S&P 500 and what that likely means for stocks going forward, both domestic and foreign. Mega Caps are still leading the way, with Small Caps struggling. Is a repeat of 2023 on the horizon?

Episode 190: New Era in Finance?

Sat, 13 Jan 2024 05:00:00 -0600

In this week’s podcast, David and Ian discuss the quiet week in equities and the loud week in the ETF world. Three of the four major indices continue to sniff around previous highs. What does the Bitcoin ETF mean for retail investors and the industry as a whole? Main themes from 2023 have carried on to 2024, despite the fourth quarter trends.

Episode 189: Back in the Saddle

Sat, 06 Jan 2024 02:00:00 -0600

In this week’s podcast, David and Ian discuss events from 2023, a potential shift from Value to Growth, and important levels on the major indices to be in mind for early 2024.

Episode 188: Deck the Highs

Fri, 22 Dec 2023 15:00:00 -0600

In this week's episode, David and Ian discuss the continued strength in equities and bonds, as well as cryptocurrencies. The VIX continues to dwindle lower, along with High Yield Spreads and the US Dollar, all solid tailwinds for the market as a whole.

Episode 187: Rockin' Around

Sat, 16 Dec 2023 03:00:00 -0600

In this week's episode, David rides solo and highlights the continued market expansion we saw this past week. In addition, he touches base on new all-time-highs for several important areas. Finally, the evidence he highlights for continued market expansion is intriguing!

Episode 186: Better Not Pout

Sat, 02 Dec 2023 03:00:00 -0600

In this week's episode, David and Ian discuss the strong move in stocks that we saw in November, and another potential rebound in Small Caps. Gold is moving to all-time highs at $2100/ounce. Also, what are the implications of a VIX below 13?

Episode 185: A Quiet Week

Sat, 18 Nov 2023 06:00:00 -0600

In this week's episode, Ian discusses the flat week in stocks, with big moves in other places such as the US Dollar and Crude oil prices. Stocks remain healthy, with rates potentially rolling over for the intermediate term. Semis outperform, but are joined by a surprise move in Banks. The Russell 2000 continues to find buyers when needed, but there is still a bit of work to do.

Episode 184: Table is Set

Sat, 11 Nov 2023 03:00:00 -0600

In this week's episode, David and Ian discuss the recovery of old leaders (Tech, Nasdaq) and the lagging once again of Small Caps. Rates and Dollar remain flat. Semis and FAANG names remain near the top. Will the breadth thrusts lead to a substantial move? The table has been set, but we need some more guests at the party.

Episode 183: Recovery

Sat, 04 Nov 2023 04:00:00 -0500

In this weeks episode, Ian and Kevin discuss the strong rally in both stocks and bonds, a potential breakdown in the Dollar, and the biggest movers of the week, including Homebuilders, Crypto stocks, and foreign stocks.

Episode 182: Needle Nose Ned

Fri, 27 Oct 2023 17:00:00 -0500

In this week’s episode, David and Kevin discuss major indices moving below important levels, international equities, potential areas of risk-off behavior, market correlations and the US dollar, Bitcoin, and recent movements in commodities.

Episode 181: Chili Season

Sat, 21 Oct 2023 08:00:00 -0500

In this week’s episode, David and Ian discuss some topics covered at the quarterly Lunch and Learn, the psychological aspects of recency bias, and various relationships within the bond arena. Stocks took another tumble this week, with the S&P 500 near important support. Interest yields continue to climb, with the 10/2 Yield Curve also making new highs.

Episode 180: Main Street Crossing

Sat, 14 Oct 2023 08:00:00 -0500

In this week’s episode, David and Ian discuss the continued uncertainty in equity markets. While we should see a ‘seasonal swoon’ around the corner, there is still little evidence that it will come this year. Gold may be perking up yet again, along with a few other metals and commodities.

Episode 179: Confluence

Sat, 07 Oct 2023 10:00:00 -0500

In this week’s episode, David and Ian discuss the imminent bounce needed (and received) in stocks this week, the continued rise in interest rates, and the “defenseless” defensive sectors.

Episode 178: Revisions

Sat, 30 Sep 2023 05:00:00 -0500

In this week’s episode, David and Ian discuss momentum divergences, what the 18-month consolidation means for the Russell 2000, and Gold potentially entering another intermediate term downtrend.

Episode 177: Amplify

Sat, 23 Sep 2023 09:00:00 -0500

In this week’s episode, David and Ian discuss the weak Seasonality in September and the directional amplification of October. In addition, the highlight the year-to-date returns of most stocks in comparison to the S&P 500. Extensive coverage is given to the most recent breakdown in Treasuries and potential impacts of weak credit going forward.

Episode 176: Areas of Interest

Sat, 16 Sep 2023 06:00:00 -0500

In this week’s episode, David and Ian discuss important levels (areas of interest) on the trade-weighted dollar, trade-weighted yen, long-term treasuries, volatility (VIX), home construction (ITB), Semiconductors, Energy, Apple, and more. While risk-on measurements such as CCC credit spreads and junk bond/intermediate bond ratios remain positive, seasonality indicates further weakness heading in to October.

Episode 175: Bumbling

Sat, 09 Sep 2023 06:00:00 -0500

In this week’s episode, Ian and Kevin discuss the S&P and Nasdaq remaining within its recent range, while the Russell 2000 is failing to keep up. They also discuss how large cap tech is still pulling a large amount of the weight, with energy starting to participate more. Also, Oil above $85, the continuing rise of the U.S. Dollar and what that means for international areas.

Episode 174: Necklines

Sat, 26 Aug 2023 07:00:00 -0500

In this week's episode, Dave and Ian discuss work by Louis Spector on Dollar strength and weakness. They also discuss ongoing market weakness including, Q4 2021 necklines, international areas, and sector performance in August.

Episode 173: Friday Night Lights

Sat, 19 Aug 2023 03:00:00 -0500

In this week's episode, Dave and Ian discuss overhead supply, seasonal performance, international equities, the VIX, and other important price levels within the market.

Episode 172: Trust Fall

Sat, 12 Aug 2023 08:00:00 -0500

In this week’s episode, Dave discusses the importance of 16000 on the NYSE composite as well as the normal nature of corrective markets this time of year. He also touches base on important developments in international equities, rates, and the US Dollar.

Episode 171: How Soon We Forget

Sat, 29 Jul 2023 09:00:00 -0500

In this week's episode, Dave and Ian discuss the continued uptrend in stocks and the important 4600 price area for the S&P 500. They also discuss the bearish engulfing candle witnessed Thursday and how the Dow continues to move higher.

Episode 170: Freshly Squeezed

Sat, 15 Jul 2023 04:00:00 -0500

In this weeks episode, David and Ian discuss the continued rally in stocks, what we could see moving forward over the next few weeks, and the relatively strong areas of the market.

Episode 169: Parties

Sat, 08 Jul 2023 06:00:00 -0500

Episode 168: Three Steps

Sat, 01 Jul 2023 07:00:00 -0500

In this week's episode, Dave and Ian discuss maintaining trade above 4180 and the 200 DMA for the S&P 500. They also discuss the strongest and weakest performing sectors in June, AAPL and MSFT, Homebuilders, and how many charts are showing potential moves out of multi-year bases.

Episode 167: A Brief Pause?

Fri, 23 Jun 2023 17:00:00 -0500

Episode 166: The Summer Melt

Sat, 17 Jun 2023 05:00:00 -0500

In this weeks episode, David and Ian discuss the continued rally in equities, important levels to watch on the major indices, and what we can expect over the coming months.

Episode 165: Not Square Numbers

Sat, 10 Jun 2023 04:00:00 -0500

In this week’s episode, Dave, David, and Kevin discuss the end of the bear market, recent improvements in breadth and participation, the relationship between small caps and tech, equal weight versus cap-weighted indices, and which international areas are still showing strength.

Episode 164: Tiny Bucket Hats

Sat, 03 Jun 2023 06:00:00 -0500

In this week’s episode, Dave and Ian discuss the S&P 500 finally moving back above 4180 and the bullish breadth that developed on Friday. Both US bonds and foreign stocks continue to struggle. While the Nasdaq 100 has lead for a few months now, we certainly could see rotation back into Small Caps.

Episode 163: Bash Brothers

Sat, 27 May 2023 07:00:00 -0500

On this weeks episode, David and Ian discuss the up and down week and that we may be close to confirming a break above the infamous 4180 level. Nasdaq and Growth stocks continue to lead. International stocks have fallen off recently. Treasuries have also moved out of their range to the downside, as rates begin to rise again. Have a wonderful Memorial Day Weekend!

Episode 162: 4180

Sat, 20 May 2023 06:00:00 -0500

In this week’s episode, Dave, David, and Kevin discuss the S&P 500 closing above 4180 on Thursday, the strength from technology, consumer discretionary, and communications, along with the possibility for a potential rotation into more value areas. They also discussed weakness from real estate, staples, healthcare and utilities, and what they are seeing from the U.S. Dollar, rates, commodities, and international equities.

Episode 161: Guess Who's Back

Sat, 13 May 2023 09:00:00 -0500

In this week’s episode, Dave and Ian discuss weekly charts on the major indices, a follow up on Banks and new FinTech as well. Foreign stocks are still holding strong, but a new leader has taken the forefront. Bitcoin failing at its respective AVWAPs. What’s going on with Biotech? And a Happy Mother’s Day shoutout to all our favorite moms!

Episode 160: The Hardest Virtue

Sat, 06 May 2023 02:00:00 -0500

In this weeks episode, David and Ian discuss the fact that stocks and bonds are still range bound, as they have been for months. The same goes for the dollar, and most commodities. Breadth is also weak and the seasonality of "the best 6 months" have come to an end.

Episode 159: Micro Soap Box

Sat, 22 Apr 2023 19:00:00 -0500

Episode 158: Three Days

Fri, 07 Apr 2023 20:00:00 -0500

In this week’s episode, Dave and Ian discuss the important horizontal price levels of the S&P 500, Small Caps, Bonds, and Bitcoin in relation to their past ranges. In addition, they discuss commodities, rates, and the US Dollar along with International Equities.

Episode 157: Back to the Scene of the Crime

Sat, 01 Apr 2023 09:00:00 -0500

In this week's episode, David and Ian discuss the recent weekly, monthly, and quarterly candles, Nasdaq outperformance, year-to-date stats on the S&P 500 and its largest components, and how KRE and XLF are still struggling.

Episode 156: Corrections Thru Time

Sat, 25 Mar 2023 07:00:00 -0500

In this week's episode, David and Ian discuss the current market environment and continued lack of trend across most asset classes. Pratty joins the show to give some insight as to the underlying breadth metrics.

Episode 155: Wear You Out

Sat, 18 Mar 2023 09:00:00 -0500

In this week's episode, Dave discusses the continued troubles for various regional banks and financials as a whole. He also discusses the rotation away from value to more mega cap growth and semiconductors, recent market breadth, and a letter that was distributed to clients earlier this week.

Episode 154: Silicon Valley Bank and the Regional Bank Bloodbath

Sat, 11 Mar 2023 07:00:00 -0600

In this week’s episode, Dave and Ian discuss Silicon Valley Bank’s demise along with the strong sell-off in Regional Banks this past Thursday and Friday. In addition, they highlight major indices flirting with important price levels and risk-off areas like Treasuries changing character. Finally, they hammer home the importance of using price to manage risk and clients will notice higher levels of cash in Adaptiv models this week.

Episode 153: Leaders Lead

Fri, 03 Mar 2023 18:00:00 -0600

In this week's episode, David and Ian cover the February selloff and end-of-week bounce from stocks, the standouts in the Industrials sector, and a few foreign areas that have held up quite nicely.

Episode 152: Gauntlet

Sat, 25 Feb 2023 05:00:00 -0600

In this week’s episode, David and Ian cover the weeks big moves, the continue dollar strength, and the mixed reviews from stocks here in the US.

Episode 151: Stuck in the Middle

Sat, 18 Feb 2023 05:00:00 -0600

In this week’s episode, Ian and Kevin discuss where the major indices are at in relation to their important levels, mid-caps, the rally in the US Dollar, interest rates bouncing, Bitcoin attempting to get over 25,000, and commodity futures.

Episode 150: Round Numbers

Sat, 11 Feb 2023 02:00:00 -0600

In this week's episode, Dave and Ian discuss the major indices holding at resistance, the economy vs the market, how charts seem to be running out of steam, improvement in 52 week highs, and how consolidation after this move is completely normal.

Episode 149: Out of the Woods?

Fri, 03 Feb 2023 19:00:00 -0600

In this week's episode, David and Ian discuss the continue surge in stocks and improvements in breadth. Dave gives his thoughts on breadth. Ian covers the niche areas of outperformance we are seeing. Can the US Dollar find support at 101, and if so, what does that mean for Foreign stocks?

Episode 148: Signal > Noise

Sat, 28 Jan 2023 08:00:00 -0600

In this week's episode, Dave gives a quick review on important market action that has taken place over this past week and updates on important market levels.

Episode 147: Groundhog Day

Sat, 21 Jan 2023 07:00:00 -0600

In this week’s episode, Ian and Kevin discuss the S&P 500 and Dow Jones rejection, defensives breaking down, mid caps looking strong, growth vs value relationships, international stocks, and the continued mixed bag of market information.

Episode 146: Sweet Breadth

Sat, 14 Jan 2023 05:00:00 -0600

In this week’s episode, Dave, Dan, Pratty, and Kevin discuss what they were looking for to support a bullish thesis in October, and what they have been seeing now in relation to that thesis. They also discuss international equities, the U.S. Dollar, Dow Jones, breadth improvement, equal weight versus market cap weighted sectors, breakaway momentum, and base metals.

Episode 145: New Beginnings

Sat, 07 Jan 2023 03:00:00 -0600

In this week’s episode, Ian and Kevin talk about how stocks and commodities have largely been range bound with bonds trying to bounce back. They also talk about how value vs growth continues to hold up, along with energy and metals and mining, along with international areas that are showing strength.

Episode 144: ADPV: A Labor of Love

Fri, 23 Dec 2022 12:00:00 -0600

In this special edition of 'The Weekly Trend' podcast, David and Ian sit down to discuss their journey through creating ADPV, why it was created, and all the people involved in helping launch Adaptiv's first ETF.

Episode 143: Overhead Supply

Sat, 17 Dec 2022 05:00:00 -0600

In this week’s episode, Dave, Dan, and Kevin discuss the recent breaking of important levels on major indices, Crypto, FAANG Stocks, and how the US dollar is holding up, and how overhead supply is seen in multiple areas of the market.

Episode 142: November Shift

Sat, 10 Dec 2022 05:00:00 -0600

Episode 141: Two Hundred Days

Sat, 03 Dec 2022 06:00:00 -0600

In this weeks episode, Ian and Dave discuss the major indices and their 200 day moving averages, market capitalizations, and the continued move higher for bonds. Bulls seem to be getting everything they want with rates, the dollar, and VIX all moving lower. Will it be enough? There are still many looming similarities to 2008 out there, but the short-term trend is up. However, the recent price action is much different than what we saw this summer.

Episode 140: Stalled Out

Sat, 19 Nov 2022 06:00:00 -0600

In this weeks episode, Ian, Dan, and Kevin discuss the choppy week we had across equity markets, continued strength from bonds, and weakness from Crude Oil. Foreign stocks are still outperforming. Intermarket relationships giving mixed signals.

Episode 139: Bayesian

Sat, 12 Nov 2022 05:00:00 -0600

In this weeks episode. David and Ian discuss the eruption in cryptos from a technical perspective, the mixed signals we see in the stock market, weakness from the US Dollar, and precious metals.

Episode 138: Select

Sat, 05 Nov 2022 03:00:00 -0500

On this weeks episode, David and Ian discuss the "project", another week of bifurcation in equities, and where the major indices stand in regards to their long-term trends. Energy remains king and Tech is still an area to avoid, with no changes from the US Dollar or interest rates. And when it comes to market caps, the smaller the better.

Episode 137: Comin' In Hot

Sat, 29 Oct 2022 04:00:00 -0500

In this week's episode, Dave, Ian, and Pratty discuss the continued rally in stocks, Mega Caps breaking down except for AAPL, Value sectors, Small Caps, 30-year yields, and Value versus Growth.

Episode 136: Office Olympic Champions

Sat, 22 Oct 2022 02:00:00 -0500

In this week's episode. David, Ian, and Kevin review their quarterly Lunch and Learn presentation, the back and forth chop we saw for yet another week, and what they are seeing under the surface of the market. The VIX continues to wane lower. And while stocks have held their ground as of late, Energy remains the only bright spot. Can other areas like Aerospace turn into leaders as well?

Episode 135: October

Sat, 15 Oct 2022 06:00:00 -0500

On this week's episode, David and Ian discuss the VIX and what we should be expecting from this measurement, an update on the 60/40 portfolio, and where we stand with Q4 seasonality. Treasury rates and the US Dollar continue to show no signs of stopping. Energy stocks back near their highs of the year. Also, how much further can the relative break in Tech take the market down?

Episode 134: Fizzled Out

Sat, 08 Oct 2022 05:00:00 -0500

In this week’s episode, Dave and Ian discuss the breadth trust from Monday and Tuesday that reclaimed 3667, the consolidation mid-week leading to the breakdown at the end of this week, islands in areas like energy, and the resurgence of oil.

Episode 133: All Hands on Deck

Sat, 01 Oct 2022 06:00:00 -0500

In this week’s episode, Ian, Dave, Dan, Pratty, and Kevin discuss what each of them would want to see in order to form a bullish perspective on the market. They also talk about the 200 week moving average, individual names and industries breaking down, precious metals and precious metals miners, and Central Banks and currencies.

Episode 132: Under Pressure

Sat, 24 Sep 2022 07:00:00 -0500

In this week's episode, Dave, Ian, and Pratty, discuss international and emerging market stocks, how the major indices are below their June lows, 2015/16 vs. 2021/22, 10 year yields having their worst year on record, and various commodities.

Episode 131: Heartbeats

Sat, 17 Sep 2022 08:00:00 -0500

In this week's episode, David and Ian discuss price behavior since May 6th, the concept of "shorting the weakest areas", and Solar stocks. David gives his thoughts on the longer-term rate cycle. Ian gives his thoughts on having a thesis and the abilities (or non-abilities) of vehicles to use. Also, our thoughts on the Future Proof conference.

Episode 130: Green Day

Sat, 10 Sep 2022 10:00:00 -0500

In this week’s episode, Ian, Dan, and Kevin discuss how major indices are holding their base breakouts from mid-July, how individual stock leaders during that breakout period have held up well, Bitcoin bouncing back, fixed income continues to struggle, September seasonality, and other areas of current strength and weakness.

Episode 129: Autonomous Zone

Sat, 03 Sep 2022 02:00:00 -0500

In this week's episode, Dave and Ian discuss the recent breadth thrusts, sectors and industries showing relative strength, seasonality for the remainder of the year, the U.S. Dollar, industrial and precious metals, international stocks, and long term yields.

Episode 128: Remember The Titans

Sat, 27 Aug 2022 06:00:00 -0500

In this week's episode, David and Ian cover the reversal seen across most risk assets, the main talking points for both bulls and bears, and an update on where we stand with Seasonality. Energy stocks continue to show strength, but big names like Apple and Microsoft may be sending a different signal.

Episode 127: Mixed Bag

Sat, 20 Aug 2022 02:00:00 -0500

In this week’s episode, Ian and Dave discuss the overall mixed bag market we are currently seeing. It truly has been a market of winners and losers. They discuss overhead supply as well as the continued strength in Apple. Another key item they discuss is the seasonally weak period we tend to see during this time. Other topics include the US dollar, bitcoin, gold miners, and the good ole’ VIX index.

Episode 126: Bounce or Bottom?

Sat, 06 Aug 2022 06:00:00 -0500

In this week’s episode, Ian and Kevin discuss the themes we have seen take place this week, including continued momentum in some very key areas. Many individual stocks are setting up, but will that be enough to push the broad indices higher? Bonds seem to want to take another leg lower along with crude.

Episode 125: Marajo Island

Sat, 30 Jul 2022 07:00:00 -0500

In this week’s episode, David and Ian discuss the hot debate regarding “what is a recession?”, the bullish thrust we saw this week from equities, and what areas have been leading (and lagging) during this current rally. What could earnings season have in store for the market? Is “volatility” breaking a rate of trend? A slew of indicators turning bullish. And a big congratulations to Kevin for finishing his CMT exams!

Episode 124: Staring Contest

Sat, 23 Jul 2022 06:00:00 -0500

In this week's episode, Ian, Dan, and Kevin discuss inflation hedges like gold and silver, the U.S dollar versus other major currencies, commodities since the Russian invasion of Ukraine, the recent jump in equities along with some weekly candle rejections, and the VIX.

Episode 123: Relationships Matter

Sat, 16 Jul 2022 05:00:00 -0500

In this week’s episode, Ian and Dave discuss relative relationships and the implications of these relationships going forward. Semiconductors and financials provide some key information this week as well as the international space when we look to emerging markets. SPX levels and downtrending moving averages also headline this episode.

Episode 122: Plumbing

Sat, 09 Jul 2022 03:00:00 -0500

In this week’s episode, Ian, Dave, and Dan discuss the big picture when it comes to trend identification, some high-level perspectives as well as behind the surface items such as credit spreads, treasuries, commodities, seasonality, and currencies. They also touch on areas of the market that seem to be working in the short term as well as characteristics they would like to see to change their minds on the overall structure of this market.

Episode 121: Red, White, and Gloom

Sat, 02 Jul 2022 06:00:00 -0500

In this week’s episode, Ian, Dan, and Kevin discuss the market action over the previous week. Including the poor performance of energy, metals, grains, and semiconductors. They also discuss Bitcoin, the US Dollar, credit spreads, and the historical significance of the first half of 2022.

Episode 120: Wonkavator

Sat, 25 Jun 2022 06:00:00 -0500

Episode 119: Dirt Nap

Sat, 18 Jun 2022 03:00:00 -0500

In this week’s episode, Dave and Ian discuss the “final” sectors finally seeing selling pressure, the Russell giving up all of its post-Covid gains, retail drawdowns, and the VIX. Energy stocks and crude get hit. Cryptocurrencies are also seeing continued weakness. David covers failed breakouts in Pharma names. Ian gives some updates on where we stand with AVWAPs.

Episode 118: Island of Reversal

Sat, 11 Jun 2022 09:00:00 -0500

In this week’s episode, David and Ian cover the dramatic sell-off we saw to end the week in stocks, the differences between the March and June rallies, and what areas showed relative strength/weakness over the last few weeks. David gives his thoughts on the fixed income space. Ian shares some insight into breadth and the surprising weakness from Europe.

Episode 117: Beach Ball

Sat, 28 May 2022 08:00:00 -0500

In this weeks episode, David and Ian discuss the falling US Dollar and whether it could be a tailwind for stocks here domestically and around the world. They also dive into the potential for a countertrend rally, what role politics plays in portfolio management, and the lack of movement from cryptos. Dave covers the data behind the most recent downtrend. Ian gives his thoughts on social media's role in this current bear market versus previous years.

Episode 116: Run the Race

Sat, 21 May 2022 09:00:00 -0500

In this week’s episode, David and Dan dissect many of the market nuances we have seen over the past couple weeks, as well as further implications for the broad market if we do not see stabilization soon. 20% drop in the S&P 500 and does it matter? Mega cap stocks continue to slide and some larger retail names like Walmart, Costco, and Target join in on the downside. Is the healthcare sector next? They also discuss failed breakouts that continue to show up around the marketplace.

Episode 115: The Best Days

Sat, 14 May 2022 09:00:00 -0500

In this weeks episode, David and Ian discuss the wild intraday swings we have seen over the last week, the VIX, failures amongst defensive areas, and the fallout in crypto. Will be see a bounce in the coming days/weeks? David covers the differences between cyclical and secular bear markets, as well as Dow Theory. Ian gives his insights on where we stand in regards to long-term trends.

Episode 114: On The Cusp

Sat, 07 May 2022 06:00:00 -0500

In this week's episode, Ian and Kevin discuss the recent daily swings within the market and how Energy and Commodities continue to be the only areas holding up. They also discuss the US Dollar, market breadth readings, sentiment, what makes bear market tops so difficult, and the long upper shadows on weekly charts.

Episode 113: Joy and Pain

Sat, 23 Apr 2022 11:00:00 -0500

In this week's episode, David, Ian and Dan review some of the broader topics from their presentation to clients this week, the persistent relative strength from defensives, and the negative breadth thrusts we saw to end the week. Dan covers key inflection points for Commodities. Ian gives his thoughts on the weakness from leaders like Metals and Energy. David gives insight into the island continuation pattern in Netflix.

Episode 112: Needle In A Haystack

Fri, 15 Apr 2022 14:00:00 -0500

In this week's episode, David and Ian discuss how commodities and energy stocks are turning up again after some consolidation. They also discuss metals and mining, consumer staples, if there is a forced liquidation in bonds, and if we are entering a "bond pickers market"?

Episode 111: Opening Day

Sat, 09 Apr 2022 07:00:00 -0500

In this week's episode, Dave, Pratty, and Kevin discuss the continued strength in energy, mining, and materials, as well as the continued weakness in growth sectors like software.

They also discuss the emergence of "safety trade" areas like food and beverage, discount and large retailers, and other consumer staples. The relationship between commodities and the dollar was also discussed, along with individual commodities like grains, softs, energy, and metals.

Episode 110: March Madness

Sat, 02 Apr 2022 07:00:00 -0500

On this week's episode, Ian and Dan discuss the wild month of March and a rollercoaster Q1 in general. While breadth has improved, lack of strength from areas like Semiconductors and Banks are somewhat concerning. Bitcoin is holding above 43,000. Dan gives his thoughts on the strong performance we saw from Commodities over the last few months, and Ian dives into Utilities. We also saw lots of strong monthly candles, but will it be enough to push these areas through their February highs? What could be the most important themes for Q2? Be sure to check out the latest episode for all these topics and more!

Episode 109: And One

Sat, 26 Mar 2022 10:00:00 -0500

In this week's episode, Pratty joins Dave and they discuss SPX vs TLT, the concept of relative strength during a correction, taking long and short positions in this market, mega cap growth vs small cap growth (MGK/IWO), semiconductors (NVDA/AMD), and software (PSJ/SPX).

Episode 108: Data Mining

Sat, 19 Mar 2022 07:00:00 -0500

In this week's episode, the team covers the continued breakdown in treasuries, along with a potential breakdown between Junk Bond and Short Term Treasuries (JNK/IEF). They also discussed recent Counter trend moves, bounces, and breadth expansion. Along with growth versus value, institutional cash levels, retail stock allocation levels, and if we just witnessed capitulation.

Episode 107: Chop Suey

Fri, 11 Mar 2022 19:00:00 -0600

In this week's episode, the team covers the lackluster performance that continues to be seen from stocks, comparisons to 2000 for Tech, and the massive China headwind for EM indices. Dave gives some thoughts on compression around major levels on indices, Dan dives in on the Dollar, and Ian answers the question: Does the current VIX environment resemble anything from history?

Episode 106: Whole Cogan

Sat, 05 Mar 2022 08:00:00 -0600

In this week’s episode, Dave, Ian, and Dan discuss important levels on the major indices that continue to show resistance, the continued sure in Commodities and metals, and whether or not investor surveys are a true indicator of sentiment. Ian gives his thoughts on the Copper/Gold ratio. Dan shares some insight on the Industrials space. And David helps shine some light on monthly candles from February.

Episode 105: Wild Thing

Sat, 26 Feb 2022 05:00:00 -0600

In this week’s episode, Dave, Ian, and Dan discuss the large volatility we saw on Wednesday and Thursday, a look at the “Death Cross”, and an update on what seasonality says may be in store. Ian covers the areas that did not make new lows. Dan gives his thoughts on foreign stocks. And Dave dives into Weekly candles.

Episode 104: Orderly

Sat, 19 Feb 2022 09:00:00 -0600

In this week's episode, Dave and Ian discuss how the COVID leaders are the laggards, the methodical nature of selling, liquidity, commodities and industrials, and some of the more interesting weekly candles, like EEM and TLT.

Episode 103: No Cigars

Sat, 12 Feb 2022 09:00:00 -0600

In this week’s episode, Dave and Ian discuss fundamental data versus price data, inflation "protection" gold and silver, how not all bonds are the same, seasonality, current areas that have shown strength, and whether the weaker areas of the past twelve months are bottoming or just consolidating.

Episode 102: Messy Markets

Sat, 05 Feb 2022 06:00:00 -0600

In this week’s episode, Dave and Ian cover the continued volatility we have seen in both equity and fixed income markets. Earnings season is upon us and there have been some wild moves in both directions as the market continues to send mixed signals. Pratty discusses the Google split and what it may or may not mean for the stock going forward.

Episode 101: Hopium

Sat, 29 Jan 2022 04:00:00 -0600

In this week's episode, Dave and Ian (along with special guest Dan Gorghuber) discuss the continued rocky start to the year that we have seen in stocks and many other asset classes. Energy stocks continue to hold up well, along with Commodities, Crude, and Natural Gas. Ian discusses the strength in the US Dollar and the correlating weakness with mining stocks. Dan talks about interest rates and the yield curve.

Episode 100: Supercycle

Sat, 22 Jan 2022 03:00:00 -0600

In this week's episode, Dave and Ian discuss important levels being broken in stocks, bonds, commodities, and crypto. They also discuss the most recent Lunch and Learn presentation and how it was the most bearish they have ever been while presenting. They touch on the fact that price is greater than surveys and they review the big boys MSFT, AAPL, and AMZN.

Episode 099: Levels

Sat, 08 Jan 2022 07:00:00 -0600

In this week's episode, Dave and Ian discuss the weakness in Mega and Large Cap Growth names, the Santa Claus rally, and other early-year seasonality barometers. Banks and Energy are off to a strong start in 2022, but are they enough to carry the market? Bonds and cryptos look weak across the board. And major levels in the indices.

Episode 098: Here Comes Santa Claus?

Thu, 23 Dec 2021 10:00:00 -0600

In this week's episode. David and Ian discuss the recent buying in stocks, failed breakdowns, and what it would take to consider the market "fixed". We hope you have a Merry Christmas and a Happy New Year!

Episode 097: Okay, Okay

Sat, 18 Dec 2021 05:00:00 -0600

In this week's episode, Dave and Ian discuss the wild volatility we saw this week, underperformance in Large Cap Growth stocks, and the continued strength from Defensive areas of the market. They also discuss Ari Wald’s posed question: “What is a stock picker’s market?”

Episode 096: What Is A Healthy Market?

Sat, 11 Dec 2021 08:00:00 -0600

Episode 095: Natural Selection

Sat, 04 Dec 2021 07:00:00 -0600

In this week's episode, David and Ian discuss the unfortunate look of November monthly candles, the failed breakout in the Russell 2000, and the overall bearish weight of evidence that has come over the market in the last couple of weeks.

Episode 094: The Trend Is Your Friend

Sat, 20 Nov 2021 03:00:00 -0600

In this week's episode, David and Ian discuss the confirming strength in Large Cap Growth stocks, the strong US Dollar, and the "million dollar" question: Will the retest hold for the Russell 2000? Also, Crude is revisiting an important level. Where can we look outside of Tech? All these topics and more on this week's episode!

Episode 093: Tis The Season(ality)

Sat, 13 Nov 2021 07:00:00 -0600

In this week's episode, Ian and David discuss the breakout in the US Dollar, precious metals and miners, Retail, and Solar. Ian covers the recent winners and losers in regards to relative strength. Dave gives his thoughts on year-end seasonality. What's going on under the surface in Industrials? Is 'window dressing' real? All these topics and more on this week's episode of 'The Weekly Trend'!

Episode 092: WAGMI

Sat, 06 Nov 2021 08:00:00 -0500

In this week's episode, Ian and David discuss the upside resolution we have seen from Small Caps, the reversal in Treasuries, and inflation. Dave gives his thoughts on Moderna and the potential news that may be coming. Ian covers the crypto landscape.

Episode 091: The Artist Formerly Known As

Sat, 30 Oct 2021 10:00:00 -0500

In this weeks episode, Ian and David discuss the emerging strength in Mega and Large Cap Growth, Solar stocks, and both the good and bad sides of breadth. Ian discusses the mindset of taking each chart on it's own merit. Dave gives his thoughts on Monthly candles.

Episode 090: Is It Transitory or Not?

Sat, 23 Oct 2021 06:00:00 -0500

In this week's episode, Dave and Ian are joined by friend and fellow CMT Dan Gorghuber. The three discuss recent areas of strength, including Banks and Transports. Ian covers some of the most important topics from his client presentation, and Dave gives his thoughts on the new Bitcoin ETF that was launched this week and what it could mean for that asset class.

Episode 089: Almost There

Fri, 15 Oct 2021 20:00:00 -0500

In this weeks episode, Ian and David discuss the recent surge in breath that could finally push markets “over the hump”, interest rates stalling, and the surge in cryptocurrencies. Ian covers the spotty strength overseas. David gives his thoughts on the strength from base metals. Plus, what does it mean when the “should happen” doesn’t happen?

Episode 088: Cyclical Nature

Sat, 09 Oct 2021 06:00:00 -0500

In this week's episode, David and Ian cover the drawdowns seen in individual stocks over the last few months, Cyclical sectors, and stats behind the compression we have seen out of Small Caps. Will interest rates keep rising with the Dollar? Will Growth bring the market down? Plus, hot takes on the NLDS between the Brewers and Braves.

Episode 087: At Your Leisure

Sat, 02 Oct 2021 07:00:00 -0500

In this weeks episode, David and Ian discuss the recent uptick in market “noise”, surging Commodity prices, and similarities to 2011. In the second portion of the podcast, they discuss September Monthly candles, the VIX in the late 1990s, and end of year seasonality.

Episode 086: Wear You Out

Sat, 18 Sep 2021 06:00:00 -0500

In this week's episode, David and Ian discuss how it's more of the same from small caps, breadth, rates, and the Dollar. They also discuss how materials and industrials look the weakest, steel stocks, and the Satoshi Statue in Hungary.

Episode 085: Bifurcation Nation

Sat, 11 Sep 2021 04:00:00 -0500

In this week's episode, David and Ian discuss how small caps are still within a trading range, the compression in treasuries/rates, lack of movement from Banks, and Japanese equities. They also discuss the most recent crypto tantrum and the 20th anniversary of 9/11.

Episode 084: Rock On

Sat, 04 Sep 2021 08:00:00 -0500

In this week’s episode, David and Ian highlight the improved participation of stocks overall, demand for risk-on instruments, and the potential Dollar tailwind for many asset classes, including Crypto. David discusses a forgotten commodity and Ian reviews important Fibonacci extension concepts. This pre-Labor Day Weekend episode is one you won't want to miss.

Episode 083: Good Day

Sat, 28 Aug 2021 07:00:00 -0500

In this week’s episode, David and Ian discuss the continued focus on the US Dollar, Cybersecurity stocks, the Gambling industry, and Small Cap Growth. Ian gives his thoughts on the “impossibilities” of predictions and David points to some bullish hints from the Fixed Income space.

Episode 082: Meta

Sat, 21 Aug 2021 00:00:00 -0500

In this week’s episode, Ian and David discuss the continued indecision in equity markets, the recent resurgence in cryptocurrencies, and the US Dollar. Emerging Markets continue their decline, while Utilities could be on the verge of a new relative uptrend. Also, we ask the question: Why are investors moving towards Mega Cap names?

All this, and more, on this week’s episode of “The Weekly Trend”!

Episode 081: Not Your Father's Market

Sat, 14 Aug 2021 06:00:00 -0500

In this episode, Ian and Dave give Commodities their due time. Base Metals. Industrial Metals. Precious Metals. Energy. Grains. Not all commodities are the same. They discuss how markets and access have changed for the better over past generations. Ian talks about a potential re-emergence of an old theme from 2020. Dave talks about the importance of finding strength during corrections. And informative price levels are identified in a very important index.

Episode 080: Up, Up, and Away

Fri, 06 Aug 2021 19:00:00 -0500

In this week’s episode, Ian discusses the continued lagging performance from Value stocks, the strength from Semiconductors, a potential resurgence in Cryptocurrencies, and where we can look within the Industrials sector for relative strength. Ian also explains what some of the equal-weighted indices might be telling us, along with what areas outside of the US look good. Are credit spreads and the lack of strength from High Yield bonds sending a warning? Also, what can we learn from the sentiment around the short ARKK ETF and the HOOD IPO?

Episode 079: Swimming in Markets

Sat, 31 Jul 2021 04:00:00 -0500

In this week's episode, David and Ian discuss market breadth, all time highs for the S&P 500 and the Dow, with a lacking participation from the Russell 2000 and international equities. Ian discusses how important it is to keep an open mind, how you must be willing to change your mind when it comes to markets, and the power of relative strength. David and Ian also discuss the weakening dollar and recent strength from commodities, as well as how Large Cap Growth vs Small Cap Value is possibly running into an area of resistance.

Episode 078: Summertime Sadness?

Sat, 17 Jul 2021 09:00:00 -0500

In this week's episode, David and Ian discuss the continued build-up of red flags, Utilities and Staples, and 2nd half seasonality. Dave gives examples of pair trades that have worked in previous market corrections and VIX/VVIX. Ian shares his thoughts on the “HODL” mindset and the evidence of weakness amongst reverse- and equal-weighted indices.

Episode 077: Market Variants

Sat, 10 Jul 2021 06:00:00 -0500

In this week's episode, David and Ian discuss weakness in Foreign stocks, Mega Caps, longer-term views of the major indices, and precious metals.

Episode 076: Leaving Me Breadth-less

Sat, 03 Jul 2021 09:00:00 -0500

In this week's episode, David and Ian discuss the thin market and participation we are seeing, foreign stocks, FAATMAN, and Q3 seasonality. David takes a deep dive into MA breadth and Ian gives his thoughts on Mega Caps. Also, what is VIX telling us? There are lots of mixed signals in the market, maybe the most since 2015. So, where do we go from here? Let's talk about it!

Episode 075: It's All Relative

Sat, 26 Jun 2021 07:00:00 -0500

In this week's episode, David and Ian discuss investor sentiment, stealth corrections, Crude Oil doing its own thing, and the behavioral fallacies around stubbornness in trading. Dave covers High Beta and Low Volatility stocks. Ian discusses what messages we are getting from a grouping of “risk off” assets. Both give their thoughts on why today’s environment is similar, but also different, from early 2020.

Episode 074: It Doesn't Matter Until It Matters

Sat, 19 Jun 2021 08:00:00 -0500

In this week's episode, David and Ian discuss whether the move to Large Cap Growth is a risk-on play or a safety trade, interest rates continuing to roll over, Dollar strength, and the Commodity collapse. Ian discusses “red flags”, but also the silver linings to the market. Dave explains quad witching and the potential similarities between Apple and Nvidia. Both give insights on evidence of Small Cap erosion and the strength from long-term bonds.

Episode 073: The Whole is Greater

Sat, 05 Jun 2021 04:00:00 -0500

In this week's episode, David gives a shout-out to all the teams at Client First doing a great job to help people secure the financial confidence they deserve. Then a special guest helps David review the week’s important price developments across many different market areas. This one is short and sweet, but you’re gonna love the detail our special guest brings to this week’s podcast.

Episode 072: Home on the Range

Sat, 29 May 2021 09:00:00 -0500

In this week's episode, David and Ian discuss leadership within semiconductors, the Nasdaq 100 relationship relative to small cap, and the US dollar. They also discuss the recent moves in oil, precious metals, and commodities overall, including coffee futures, and Brazil. Celebrities and cryptocurrencies are also discussed.

Episode 071: Tim Apple

Fri, 21 May 2021 17:00:00 -0500

In this weeks episode, David and Ian discuss the six weeks of sideways action for the S&P 500, summer seasonality, high yield bonds, and Commodities taking a hit. Both give a renewed outlook on cryptos for the intermediate term. Dave discusses the Weekly candles. Ian covers the lack of trend coming from many sectors and tilts.

Episode 070: Shake & Bake

Sat, 15 May 2021 07:00:00 -0500

In this week’s episode, David and Ian discuss the incredible strength that continues from Large Cap Value stocks, Industrials stocks, and levels of interest on the major indidces both here in the US and outside. David covers the recent sentiment and "one foot out the door" portfolio positioning. Ian tells why he thinks Semiconductors may not be the best sub-industry to track going forward.

Episode 069: Noice

Sat, 08 May 2021 08:00:00 -0500

In this week’s episode, David and Ian discuss the trends in Basic Materials and Base Metals, Commodities, and how a weak US Dollar should continue to be a tailwind for these types of areas. David gives his thoughts on FAANG+ stocks being the weakest pieces of the Nasdaq. Ian shares an update on Ethereum. Both hosts discuss the CMT Association and the benefits of the program in general.

Episode 068: Inflection Point

Fri, 30 Apr 2021 23:00:00 -0500

In this weeks episode, Ian discusses the indecision from the market over the last 2 weeks, the bounce back in Energy and Financials, and what could be on the horizon for the US Dollar seasonality-wise. Ian also covers the one area of Foreign markets that have stood out. Also, what could Year 2 of this bull market look like, based on previous recoveries? And finally, Ian gives his thoughts on why reactions to earnings reports and more important than the reports themselves.

Episode 067: Counter Trends

Sat, 24 Apr 2021 06:00:00 -0500

In this week’s episode, David and Ian discuss the potential return to strength for Small Caps, the outperformance in Healthcare, and a debate over what’s next for the Commodities complex. Ian covers REITs and Financials. David gives his thoughts on differences in seasonality for 2021. Also, what could the Equal Weight S&P 500 be telling us about the coming weeks?

Episode 066: Hoagies & Grinders

Sat, 17 Apr 2021 08:00:00 -0500

In this week’s episode, David and Ian discuss the sustained strength from Large Cap stocks across all industries, a potential intermediate term top in interest rates, commodities, and crypto currencies. Ian covers the broad participation we are seeing in US stocks outside of Energy. David gives his thoughts as to breadth across the major indices. And with short-interest on stocks where it was in late 2008, is that fuel for the fire going forward?

Episode 065: Tech Yeah!

Fri, 09 Apr 2021 23:00:00 -0500

In this week's episode, Ian discussed the continued strength in Tech, Mega Caps, and Growth stocks as a whole. Also, the huge underperformance from individual stocks and why China/India weakness will weigh on Emerging Markets. We also take a look into the McClellan Summation Index.

Episode 064: Green Shoots

Sat, 03 Apr 2021 10:00:00 -0500

In this week’s episode, David and Ian discuss new highs for the S&P 500, the “industrial revolution” in equities, Steel, and unique areas outside of the US. David gives some insight as to why the credit market is signaling “risk on” for stocks. Ian tells us why he thinks New Zealand is an important market to watch. Both tell us their thoughts on the relative strength in fixed income and the green shoots we are seeing in Tech.

Episode 063: Old School

Sat, 27 Mar 2021 08:00:00 -0500

In this week’s episode, David and Ian discuss the choppy market environment we have seen over the last few weeks, the rising US Dollar, and the emergence of strength from Consumer Staples. Ian discusses that there is less and less evidence that Growth stocks will make a recovery. David covers the momentum divergences we have seen across a multitude of stocks, and what it may or may not mean for markets in the weeks ahead. Also, what will the “thinning” of directional breakouts lead to for the next direction of the market?

Episode 062: Heavy Lifting

Sat, 13 Mar 2021 06:00:00 -0600

In this week’s episode, David and Ian discuss the continued underperformance of the Nasdaq, other areas of the market that have been hit the hardest, and an updated target for Bitcoin. Ian covers capitulation volume and recoveries. David asks why no one wants to buy Apple. And both give their thoughts on trading “ethical” companies.

Episode 061: Do You Value Stocks?

Sat, 06 Mar 2021 06:00:00 -0600

In this week’s episode, David and Ian discuss the recent market volatility, what it could mean going forward, and what areas of the market may emerge as the new leaders. David covers important areas of support and resistance on the major indices. Ian gives his thoughts on the recent mania we have seen in Value stocks and what it would take to see a reversal in those areas from a relative standpoint.

Episode 060: Rotation Station

Sat, 27 Feb 2021 14:00:00 -0600

In this week's podcast, David and Ian cover their near- and long-term outlooks for the market, weak FAANG stocks, and the global strength from Financials and Banks. David talks about Growth/Value across different market caps. Ian gives his thoughts on "Classic" energy vs. "Green" energy".

Episode 059: Happy Anniversary

Sun, 21 Feb 2021 13:00:00 -0600

In this week's episode, David and Ian discuss the one year anniversary of the 2020 market top, Commodities, and Airline and Hotel stocks. Dave gives his thoughts on megaphone patterns and High Beta stocks. Ian covers the global participation we are seeing among world indices.

Episode 058: Enjoying the Scenery

Sat, 13 Feb 2021 07:00:00 -0600

In this week's episode, David and Ian discuss the strong correlation between a couple Growth and Value areas, the resurgence of Semiconductors, China, and the recent surge in Cannabis stocks. Ian also gives a sector-by-sector breakdown and tells us about the Aerospace theme. David gives us his thoughts on Homebuilders.

Episode 057: Historical Advances

Sat, 06 Feb 2021 07:00:00 -0600

In this week's episode, David and Ian discuss the continued strength from Small Caps, Crude oil, and the ripple effect of a falling US Dollar. Ian gives his thoughts on historical advances as a wealth creator. David covers the fall in 'meme' stocks. Also, have we seen the "top" for negative interest rates around the world? And the Magellan Fund is coming to ETF Land.

Episode 056: Squeeze 'Em

Sat, 30 Jan 2021 08:00:00 -0600

In this week's episode, David and Ian discuss the recent whirlwind around GameStop and short squeezes, the January Barometer, and the large divergences in breadth we continue to see. David covers the building potential for Commodities to turn higher. And Ian talks about the negative aspects of 'winning big' early on in your investing journey.

Episode 055: Large Cap Growth Back In Action

Sat, 23 Jan 2021 14:00:00 -0600

In this week's episode, Dave and Ian discuss how large cap growth names seem to be picking back up after going nowhere for the past few months. They also talk about international participation, especially from China. February seasonality, the compression in rates, and retail participation are other topics also covered in this episode.

Episode 054: Strong Trends & A Revisit to March 2020

Sat, 16 Jan 2021 09:00:00 -0600

In this weeks episode, Ian discusses what themes have emerged to begin the new year, including the weakest and strongest areas. He also takes a look back at the trends (and countertrends) we saw from Bitcoin in 2017; Continued strength from stocks overseas and huge breadth participation from Micro Caps. Also, a special episode revisiting the March 2020 lows on 'The Weekly Trend.

Episode 053: Across The Pond

Sat, 09 Jan 2021 09:00:00 -0600

In this week's episode, David and Ian discuss the positive Santa Claus Rally, Interest rates, and European equities. Dave covers the weakness in Treasuries and Ian notes the strength of international fixed income.

Episode 052: And The Beat Goes On

Fri, 01 Jan 2021 08:00:00 -0600

In this week's episode, David and Ian cover the Santa Claus Rally, Bitcoin, and "expert" predictions for 2021. They also revisit some of the crazier moments from 2020 and discuss what a strong end to a year can mean for the coming 12 months.

Episode 051: Value and Growth...Is There Room For Both?

Fri, 18 Dec 2020 22:00:00 -0600

In this week's episode, David and Ian discuss the US Dollar and what ripple effects that has on other assets, the relentless VIX, and Small Cap Tech. Ian covers price thrusts and the potential for new major uptrends in a variety of areas. David gives his thoughts on Foreign fixed income, including for investment grade and high yield bonds.

Vurbl - https://vurbl.com/station/ATTrt5inntH/

Episode 050: Here Comes Santa Claus

Sat, 12 Dec 2020 08:00:00 -0600

In this week's episode, Dave and Ian discuss the strength in Emerging Markets, including Indian and Latin American stocks. They also cover the strength we are seeing in Biotech stocks. David discusses the lack of decreasing volatility. Ian gives his thoughts on why breadth may be a clue as to why we aren't too close to a major top for stocks.

Episode 049: Closer To The Beginning Than The End

Sat, 05 Dec 2020 09:00:00 -0600

In this week's episode David discuss new all-time highs in the four major US indices, the strength coming out of Latin America, price thrusts, and the Dollar's impact on Copper and Gold. Ian explains why he thinks we are closer to the beginning of a new leg higher for stocks. Dave gives his thoughts on the Put/Call ratio.

Episode 048: Price Is Just Everyone's Opinion

Sat, 28 Nov 2020 00:00:00 -0600

In this week's episode, David and Ian discuss the large cluster of 80% Up Days we have seen, gap characteristics, the US dollar, and what they are thankful for. Dave covers the emotional disconnect with all-time highs and the feeling of fear. Ian discusses the relative weakness in Gold against not just US stocks, but stocks around the world.

Episode 047: Wall of Worry

Fri, 20 Nov 2020 22:00:00 -0600

In this week's episode, David and Ian discuss the multiple pieces of "noise" being thrown around in the market these days, crazy Mondays, and a slew of new areas showing relative strength. David discusses the important juncture Apple has arrived at. And Ian talks about what recent strength in Micro and Small Caps means for his scanning process.

Episode 046: The More Things Change, The More They Stay The Same

Sat, 14 Nov 2020 09:00:00 -0600

In this week's episode, David and Ian discuss the big week we saw in Small Caps, equity inflow numbers, and what we are seeing in terms of relative highs. Also, an in-depth look at where the various FAANG stocks stand. David covers the recent strength we have seen in Japanese stocks. Ian covers the breadth we have seen this week compared to historical levels.

Episode 045: A Trip Around the World

Sat, 07 Nov 2020 10:00:00 -0600

In this week's episode, David and Ian discuss the continue strength from China, the surge in Bitcoin, and renewed interest in Precious Metals. Also, election reactions from the market and new industry of interest: Cannabis. Dave covers what we are seeing from FAANG stocks. Ian talks about knowing what you own and the differences in ETF construction.

Episode 044: Seasonality Is Here

Sat, 31 Oct 2020 00:00:00 -0500

In this week's episode, David and Ian discuss the strongest and weakest areas of the market, over the past week and for the month of October. They also cover the reactions to earnings we saw this week from important companies. Dave shares his thoughts on some signs of short- and intermediate-term weakness. Ian covers RSI divergences, when they matter and when they can (sometimes) be ignored.

Episode 043: No One Knows, Not Even You

Fri, 23 Oct 2020 23:00:00 -0500

In this week's episode, David and Ian discuss whether Small Cap and Value stocks are here to stay, Gold and Copper, and China. David reviews the Yield Curve. And Ian discusses "Trump stocks" and "Biden stocks". Also, a review of 2016 and a reminder than anything can happen no matter who wins.

Episode 042: Indecision

Sat, 17 Oct 2020 08:00:00 -0500

In this week's episode, David and Ian cover another week of indecision in equity markets, which sectors (and industries) are leading and which are lagging, and media "fear factories". David discusses the need to take each chart on it's own merit. And Ian provides some insight on how the Adaptiv team measures it's alpha.

Episode 041: Flashback

Fri, 09 Oct 2020 16:00:00 -0500

In this week's episode, Ian is on a well deserved vacation, so Dave provides a brief update on the market developments from this past week. He also discusses the significance of Episode 23, "The Market Moves On", which was published on June 6th, 2020, and asks listeners to tune in to a replay of Episode 23, while keeping in mind the context of the current market environment.

Episode 040: It Is What It Is Until It Isn't

Sat, 03 Oct 2020 09:00:00 -0500

In this week's episode, David and Ian discuss the great (and then not-so-great) week we had in equities, the recent headline noise, and US Treasuries. David discusses opportunity costs and alpha erosion. And Ian asks if Utilities are really a "bond proxy".

Episode 039: Price Price Baby

Sat, 26 Sep 2020 09:00:00 -0500

In this week's episode, David and Ian discuss the recent indecision in both stocks and bonds, mixed signals in the high yield space, and the surge we saw this week in the US Dollar. David discusses loss aversion behavior. Ian gives his thoughts on the new wave of retail involvement.

Episode 038: Where Do We Go From Here?

Sat, 19 Sep 2020 09:00:00 -0500

In this week's episode David and Ian discuss the continued weakness from two major indices, the abundance of demand for stocks related to the Agriculture space, and the relative strength from Small Caps we have seen during this correction. Dave talks about non-confirming divergences. And Ian gives his thoughts on where the Dow would be if Apple hadn't split.

Episode 037: Mixed Signals

Sat, 12 Sep 2020 09:00:00 -0500

In this week's episode, David and Ian cover lines in the sand for the major indices, waning momentum in a few major relationships, and the strength from Transports. They also discuss one sector of the market that hasn't gotten a lot of attention. David touches on continuing to avoid Energy stocks and Ian gives an outlook on what the market could look like if Growth/Tech continue to lead in the next leg higher.

Episode 036: To Rotate or Not To Rotate?

Sat, 05 Sep 2020 07:00:00 -0500

In this week's episode, David and Ian discuss the hard correction we saw in the equity indices this week, the rising VIX, interest rates, and where the overall market environment now stands. David also takes some time to cover whether the idea of rotation is justified. Ian draws similarities to the market with "maps versus the reality of the the terrain".

Episode 035: The Trend Is Your Friend

Sat, 29 Aug 2020 07:00:00 -0500

In this week's episode, David and Ian cover the continued strength in Growth, what it would take to become interested in Small Caps, and the correlation between volatility and stocks. David discusses the concept of "low" volume coming out of a major bottom, and Ian asks the question "Who is more bullish: the Pros or the Joes?"

Episode 034: Come Sail Away With Me

Sat, 22 Aug 2020 10:00:00 -0500

In this week's episode, David and Ian discuss the strength in FAANG (and FAANG-like) stocks, "bubbles", and stock splits. David also gives his thoughts on loss aversion and market amnesia. And Ian asks the question "Is Tesla an emotional short squeeze?" What's going on in Lumber? Are we in a period similar to the mid 90s in regards to equities? And Zach Greinke's mind games.

Episode 033: Grind Time

Sat, 15 Aug 2020 08:00:00 -0500

In this week's episode, David and Ian discuss the recent move in interest rates and the implications that could have on Banking stocks, the correction in Precious Metals, Fall Seasonality, and overall market breadth.

July 2020 Q&A Panel Discussion

Mon, 10 Aug 2020 21:00:00 -0500

Panel discussion excerpt from the January Lunch n' Learn with clients. Dave and Ian discuss the problems with investment portfolios built for cash flows into today's environment, election year seasonality, market volatility, and their outlook for the remainder of 2020.

Episode 032: And The Beat Goes On

Sat, 08 Aug 2020 09:00:00 -0500

In this week's episode, David and Ian discuss the indices moving above their respective June highs, weakness in the US Dollar, a potential rotation into Industrials and Transports, and what the future holds for precious metals and miners.

Episode 031: The Close Knows

Sat, 01 Aug 2020 08:00:00 -0500

In this week's podcast, David and Ian discuss the separation between Growth and Value stocks, why reactions to earnings matter more than the numbers, what the Apple split means for the Dow Jones, and sentiment between the 'Pros and Joes'.

Episode 030: To Diversify or Not To Diversify?

Sat, 25 Jul 2020 23:00:00 -0500

In this week's episode, David and Ian discuss the recent moves in precious metals, semiconductors, and U.S. Treasuries. They also discuss the possible opportunity cost of intentional diversification within portfolios and current lines in the sand.

Episode 029: Pain Trades

Sat, 18 Jul 2020 12:00:00 -0500

In this week's episode, David and Ian discuss the continued sideways market action here in the US, what the strength in Copper and Lumber and could mean, and some thoughts on the widely-used "pain trade" theory.

Episode 028: The Trend Is Right Until It's Wrong

Sat, 11 Jul 2020 08:00:00 -0500

In this week's episode, Ian discusses the current sideways price action we have seen over the last few weeks and the continued leadership in Growth areas. He also covers some of his personal views on technical analysis, why he believes it's the best approach to analyzing publicly traded assets, and his favorite concepts that fall under the technical analysis umbrella.

Episode 027: Can You Take Me Higher?

Fri, 03 Jul 2020 07:00:00 -0500

In this week's episode, David and Ian review the craziness that we encountered in the first half of 2020, strength in Chinese equities, the rotation back into Growth/Tech, 3rd Quarter seasonality, and the risk/reward relationship of being professional investors who practice active portfolio management.

Episode 026: Broken Levels, Important Developments, and a Podcast Time Machine

Fri, 26 Jun 2020 17:00:00 -0500

In this week's episode, David takes a few minutes to discuss the many important developments that took place over this past week. After this update, please stay tuned for a replay of the podcast episode aired on March 28th, which took place just after at an important market bottom. During the recording of this episode, it was unknown that this point would mark the bottom of the market. We think you will find it interesting to look back at the topics and levels discussed during this episode and compare them to the market events that transpired thereafter.

Episode 025: The Cream Rises to the Top

Sat, 20 Jun 2020 08:00:00 -0500

In this week's episode, David and Ian discuss the ranges we are currently seeing in many indices and other assets, Chinese equities, debunking myths about retail trading, where Treasury yields stand, and the continued strength from Tech and Tech-like areas,

Episode 024: No Sunshine On This Island

Sat, 13 Jun 2020 08:00:00 -0500

In this week's episode, David and Ian discuss a resurgence in the volatility and the VIX, island reversals and failed breakouts, current lines in the sand, and what a potential short-term (or long-term!) correction could potentially look like.

Episode 023: The Market Marches On

Sat, 06 Jun 2020 08:00:00 -0500

In this week's episode, David and Ian discuss the continued tilt we are seeing towards Small Caps and Value stocks, increased interest in Foreign equities, why many particpants are looking for the wrong clues from volume, and how biases from the media can allow us to make untimely market decisions.

Episode 022: Who Woulda Thought?

Sat, 30 May 2020 09:00:00 -0500

In this week's episode, David and Ian discuss the continuation of rotation among various areas of the market, new achievements in breadth, the best two months since 2009, and why a lot of the "data mining" that goes on should be taken with a grain of salt.

Episode 021: Rotation

Sat, 23 May 2020 08:00:00 -0500

In this week's episode, David and Ian discuss the recent choppy market, Sector rotation, Small Cap participation, and where the major indices need to go next to extend this rally.

Episode 020: Russian Staircases

Sun, 17 May 2020 00:00:00 -0500

In this week's episode, David and Ian discuss where various indices have gone over the last 2+ years, the lack of participation from Financials and Industrials, strength in Biotech and Software, and why price levels can tell us so much about behavior.

Episode 019: Warren Buffett Isn't Here To Pick Bottoms

Sat, 09 May 2020 08:00:00 -0500

In this week's episode, David and Ian discuss the recent attention over Warren Buffett, the rotation between Large Cap Growth and Small Cap Value, stocks that bottomed early, and the continued bearish sentiment we have seen amongst both retail and institutional investors.

Episode 018: Hot & Cold

Sat, 02 May 2020 07:00:00 -0500

In this week's episode, David and Ian discuss the breadth expansion that was (and then wasn't), weakness on good news, reactions to various earnings reports, and the broad indecision that we are seeing from both bulls and bears.

Episode 017: Historic Oil Prices, Know What You Own, and Current Range

Fri, 24 Apr 2020 23:00:00 -0500

In this week's episode, David and Ian discuss the historic price action in Oil, the importance of knowing what you own, and the current price range that exists within the major indices.

Episode 016: Current Sentiment and Economy-Market Relationship

Fri, 17 Apr 2020 23:00:00 -0500

In this week's episode, David and Ian discuss the the current sentiment among retail and institutional traders, the relationship between the market and the economy, recent performance of specific indices, and the possibility of a retest of the lows.

Episode 015: Is It A Bottom or A Bounce?

Fri, 10 Apr 2020 08:00:00 -0500

In this week's episode, David and Ian discuss the expansion in breadth that we saw in equity markets this week, the potential rotation we are seeing among leading sectors, and whether or not technical analysis on the VIX is useful.

Episode 014: VIX, The Lack of Breadth, and the 60/40 Fallacy

Sat, 04 Apr 2020 07:00:00 -0500

In this week's episode, David and Ian discuss the lower volatility we have seen in equity markets, the continued search for a breadth thrust, and why the 60/40 portfolio doesn't work like you think it does.

Episode 013: Step by Step, Day by Day

Sat, 28 Mar 2020 07:00:00 -0500

In this week's episode, David and Ian discuss the recent bounce we have seen in equity markets, our updated lines in the sand, what finding a bottom in stocks typically entails, and the ability to stay positive during uncertain times.

Episode 012: Don't Go Chasing Waterfalls

Fri, 20 Mar 2020 23:00:00 -0500

On this week's episode, David and Ian cover the continued selling we have seen in stocks, the historical moves in corporate bond ETFs, and oil prices.

Episode 011: We Will Survive

Sat, 14 Mar 2020 16:00:00 -0500

In this week's episode, David and Ian discuss the continued historical market action we are seeing in many asset classes, what they are looking for in regards to finding a bottom, and the long-term impacts of volatility on market participants.

Episode 010: Volatility, Volatility, and More Volatility

Sat, 07 Mar 2020 07:00:00 -0600

In this weeks episode, David and Ian discuss the historical week we saw in regards to volatility, various inter-market relationships, extreme readings in US Treasuries, and managing risk into the weekend.

Episode 009: Historic Market Environment, Protective Action, and Looking Forward

Fri, 28 Feb 2020 22:00:00 -0600

In this week's episode, Dave and Ian discuss the recent historic market environment that was witnessed over the past week, the protective action that was taken within accounts, and what is yet to come for the market heading into next week.

Episode 008: Biotech, Gold, and Changes in Trend

Fri, 21 Feb 2020 20:00:00 -0600

In this week's episode, David and Ian discuss the recent move in Gold Miners, the relative strength among Biotechnology stocks, and the potential for a change in trend with broad market indices.

Episode 007: It Doesn't Matter Until It Matters

Fri, 14 Feb 2020 20:00:00 -0600

In this week's episode, Dave and Ian discuss the history of the impacts of viruses and other health scares on the stock market, the continued outperformance in Large Cap Growth, and the importance of allowing price to be the deciding factor in your decision making,

Episode 006: Tesla, Market Breadth, and "Lines in the Sand"

Fri, 07 Feb 2020 19:00:00 -0600

On this episode, David and Ian discuss the recent choppiness we have seen in the markets, Tesla's parabolic move, and their short-term technical levels to keep an eye on.

Episode 005: Changes in Character, Coronavirus, and Fiduciary Duties

Sat, 01 Feb 2020 19:00:00 -0600

In a special episode from Orlando, David and Ian discuss the recent weakness we have seen in certain areas of the markets (and the strength in others), their thoughts on the coronavirus scare, and whether owning Bitcoin is appropriate for every individual.

Episode 004: Interest Rates, Utilities, and Trading in Different Environments

Sat, 25 Jan 2020 08:00:00 -0600

In this episode, Ian and Dave talk about the continued slide in interest rates and what this means for various equity sectors, such as Utilities and Banks. They also cover past environments that are similar to the current market, and how this could effect the relationship between Small Caps and Large Caps.

January 2020 Q&A Panel Discussion

Thu, 23 Jan 2020 21:00:00 -0600

Panel discussion excerpt from the January Lunch n' Learn with clients. Dave and Ian discuss rising rates, why headlines are worthless, and why they remain bullish on the market as a whole.

Episode 003: China, Dow Transports, and Treasuries

Fri, 17 Jan 2020 10:00:00 -0600

In this episode, David and Ian discuss what to be focusing on within Emerging Markets, the possible turnaround for IPOs in 2020, new highs for Transports, and what's in store for interest rates and US Treasuries.

Episode 002: The Dollar, Oil, and Iran

Sat, 04 Jan 2020 13:00:00 -0600

In this episode Ian and Dave discuss market strength, broadening participation, the U.S. Dollar, Oil, and the implications of the news regarding Iran.

Episode 001: Technology, Healthcare, Sentiment, and the Holidays

Mon, 23 Dec 2019 14:00:00 -0600

In the inaugural episode of "The Market Edge", David and Ian discuss what this podcast will be about as well as the current environment. Topics discussed include relative strength among sectors, what "all-time highs" really mean, sentiment, and holiday favorites.