Episodes

  • Episode 272: Pan Out
    Oct 17 2025

    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.

    Show More Show Less
    29 mins
  • Episode 271: Handshakes
    Oct 11 2025

    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.

    Show More Show Less
    30 mins
  • Episode 270: Fall Ball
    Oct 3 2025

    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.

    Show More Show Less
    26 mins
  • Episode 269: Hanging Out
    Sep 26 2025

    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.

    Show More Show Less
    19 mins
  • Episode 268: Riding Trends
    Sep 19 2025

    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.


    Show More Show Less
    26 mins
  • Episode 267: All Over The Place
    Sep 5 2025

    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.

    Show More Show Less
    30 mins
  • Episode 266: Time for Fall?
    Aug 29 2025

    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.

    Show More Show Less
    29 mins
  • Episode 265: Climbing the Rope
    Aug 22 2025

    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.

    Show More Show Less
    30 mins