Épisodes

  • Episode 240: Ned Ryerson
    Feb 7 2025

    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.

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    26 min
  • Episode 239: Shake n Bake
    Jan 31 2025

    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.


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    28 min
  • Episode 238: Room for Activities
    Jan 31 2025

    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.

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    35 min
  • Episode 237: Phil D Gap
    Jan 17 2025

    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.

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    24 min
  • 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 min
  • 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 min
  • 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 min
  • 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 min