Épisodes

  • Episode 259: Checking the Boxes
    Jun 27 2025

    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.


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    29 min
  • Episode 258: Sentiment Check
    Jun 20 2025

    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.

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    19 min
  • Episode 257: Band of Brothers
    Jun 16 2025

    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.

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    26 min
  • Episode 256: Dollar Lower for Longer?
    Jun 6 2025

    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.

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    27 min
  • Episode 255: Messy Summer?
    May 30 2025

    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.

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    27 min
  • Episode 254: Vacation Snacks
    May 25 2025

    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?

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    26 min
  • Episode 253: Hot Knife Through Butter
    May 18 2025

    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.

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    25 min
  • Episode 252: To Be Frank
    May 11 2025

    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.

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    28 min