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.  ..read more

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 ..read more

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.  ..read more

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.  ..read more

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 ..read more

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 ..read more

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.  ..read more

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.  ..read more

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.  ..read more

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 ..read more