Episodes

  • Episode 236: Cracks in the Ice
    Jan 10 2025

    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.

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    24 mins
  • Episode 235: Heavenly Crown
    Jan 3 2025

    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.

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    32 mins
  • Episode 234: Puzzle Pieces
    Dec 20 2024

    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.

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    34 mins
  • Episode 233: Looking for Clues
    Dec 13 2024

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

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

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

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

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

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

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

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    15 mins
  • Episode 229: Emotional Bodyguard
    Nov 8 2024

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

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    43 mins