The Nasdaq Dorsey Wright Podcast

Correlation between tech and non-tech stocks has collapsed to roughly 3% — the lowest reading since 1999 — while technology has outperformed the rest of the S&P by as much as 47% over six months, the widest gap since the dot-com peak in March 2000. We break down what's driving this split market, why the average stock is weakening even as the index sits near highs, and what history says happens...

Head of Investment Insights Yanni Angelakos sits down with Portfolio Manager John Lewis and Analyst Miles Clark to break down what's driving markets heading into Q4. They cover key risks, opportunities, and where they see positioning shifting from here. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below).   Get Our Weekly Newsletter:   NDW Lite: https://nd.nasdaq.com/I...

Markets look calm on the surface — EM up 5%, the Nasdaq up nearly 5% — but under the hood participation is quietly deteriorating, with just 28% of S&P 500 stocks above their 50-day moving average. Ian Saunders and Miles break down the "yellow light" setup, what to do BEFORE your cash triggers fire, why small caps keep losing the relative strength battle, and the big sector rotation that knocke...

This week we unpack broad-based weakness across equities as NYSE participation indicators roll over, with the long-term bullish percent sitting right at the critical 50% line. We also break down the 10-year Treasury yield's breakout above 5% — a 19-year high — and what an overextended OBOS reading means heading into the Fed meeting. Plus, why fixed income is scoring dead last on the asset class gr...

This week, Miles Clark and Ian Saunders discussed participation within the S&P 500, the consistently improving technical picture within international equities, updates in the energy sector and more! Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below). Get Our Weekly Newsletter: NDW Lite: https://nd.nasdaq.com/Index-Preference-Center-LP-.html How to Find Us: X: http...

This week, Miles Clark and Trevor Plesko break down what Slippery September means for markets, how the latest Earnings Review is reshaping sector leadership, and why sentiment may be sending a contrarian signal as we head deeper into the month. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below). Get Our Weekly Newsletter: NDW Lite: https://nd.nasdaq.com/Index-Preferen...

This week, Ian Saunders and Trevor Plesko discuss recent shifts across the DALI asset classes, examine historical midterm election trends and their implications for markets moving forward, and share insights on Bitcoin and other key developments shaping the investment landscape. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below). Get Our Weekly Newsletter: NDW Lite: h...

This replay from July 2025 features a conversation with Tom Dorsey on technical analysis, relative strength, and lessons learned. Get Our Weekly Newsletter:   NDW Lite: https://nd.nasdaq.com/Index-Preference-Center-LP-.html    How to Find Us:   X: https://x.com/DorseyWrightNDW    LinkedIn:  https://www.linkedin.com/company/nasdaqdorseywright    Research: https://dorseywright.nasdaq.com

Crude oil erupts 10%, gold rockets 7% in just seven days, and emerging markets stage a comeback after cratering to 20%, but is it the real bottom? Ian and Trevor break down the wild moves shaking commodities, small caps, and international equities, plus why asset class rankings have been frozen since February. And stick around for the CPI's most shocking plunge of the week (hint: it's on your dinn...

Markets are roaring back this week as breadth explodes: the Nasdaq Composite surged ~7%, the S&P 500 broke its triple-top to hit fresh all-time highs, and participation pushed to new 2026 highs with over two-thirds of stocks on a buy signal. We break down the technical picture across the S&P 500, Nasdaq 100, crude oil, and a sliding US dollar, plus blowout earnings from Microsoft (+15%) an...

Most investors miss the hidden signs of market rotation until it's too late. This episode features insights from portfolio expert Chuck Filler, revealing how sector shifts and unexpected signals can tell you exactly when to stay steady or accelerate your moves. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below).   Get Our Weekly Newsletter:   NDW Lite: https://nd.nasd...

Tech stocks hit a rough patch this week, but is the pullback signaling the end of leadership, or just a healthy shakeout? Analysts Miles and Trevor break down tech's volatility in context, a key reversal in emerging markets vs. the S&P 500, crude oil's breakout above $80, and what the charts say about Google ahead of earnings. Images were taken from the Nasdaq Dorsey Wright Research Platform (...

Most investors are still trying to make sense of recent market volatility, but this episode breaks down the market momentum signals, sector rotation, and earnings reactions that matter most right now. Miles Clark and Ian Saunders explain how biotech, financials, tech, semiconductors, and crude oil are shifting and what those moves could mean for the next big market trend. Images were taken from th...

Most investors are still trying to make sense of recent market volatility, but this episode breaks down the market momentum signals, sector rotation, and earnings reactions that matter most right now. Miles Clark and Ian Saunders explain how biotech, financials, tech, semiconductors, and crude oil are shifting and what those moves could mean for the next big market trend. Images were taken from th...

Join Nasdaq Dorsey Wright's Q3 2026 Weight of the Evidence Call as senior portfolio manager John Lewis, research analyst Miles Clark, and Nasdaq senior analyst Mike Cho break down domestic and international equity trends, momentum leadership, sector rotation, and the AI-driven infrastructure boom fueling markets. Get expert technical analysis on the S&P 500, IPO outlooks (including SpaceX), in...

Most investors overlook the signals that reveal the true health of a market until it's too late. In this episode, John Lewis breaks down how momentum, sector rotation, and systematic rules-based investing can help you spot market leadership shifts before they become obvious. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below). Get Our Weekly Newsletter: NDW Lite: https...

In this week’s NASDAQ Dorsey Wright podcast, David Clark and Trevor Plesko break down the latest market pullback and what’s happening beneath the surface. They explore the divergence between mega-cap stocks and the broader market, why semiconductors continue to lead, and how emerging markets are benefiting from a growing technology tilt. The conversation also covers weakness in software, commoditi...

Ian Saunders and David Clark break down a surprising sector shakeup — basic materials topping tech, energy breaking down hard, semis still ripping, and small caps quietly hitting all-time highs — ahead of the Fed's June rate decision. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below). Get Our Weekly Newsletter: NDW Lite: https://nd.nasdaq.com/Index-Preference-Center-...

This week, Miles Clark and Trevor Plesko discuss the S&P 500, technology strength, weakness in Homebuilders, and Bitcoin. Get Our Weekly Newsletter: NDW Lite: https://nd.nasdaq.com/Index-Preference-Center-LP-.html How to Find Us: Twitter: https://x.com/DorseyWrightNDW LinkedIn: / nasdaqdorseywright Research: https://dorseywright.nasdaq.com

This week, Miles Clark and Ian Saunders discuss the S&P 500, sector rankings and technology's rapid rise, new IPOs over the next few months, and Bitcoin's lack of strength. Get Our Weekly Newsletter: NDW Lite: https://nd.nasdaq.com/Index-Preference-Center-LP-.html How to Find Us: Twitter: https://x.com/DorseyWrightNDW LinkedIn: / nasdaqdorseywright Research: https://dorseywright.nasdaq.com

This week, Ian Saunders and Trevor Plesko discussed the backyard bullish percent, broad market updates, signals at extremes, semiconductor stocks outperforming within technology, and earnings. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below). Get Our Weekly Newsletter: NDW Lite: https://nd.nasdaq.com/Index-Preference-Center-LP-.html How to Find Us: Twitter: https://...

This week, Miles Clark and Joseph Tuzzolo discuss market participation indicators, dispersion in sector performance, semiconductor sector participation, and aerospace and defense. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below). Get Our Weekly Newsletter: NDW Lite: https://nd.nasdaq.com/Index-Preference-Center-LP-.html How to Find Us: Twitter: https://x.com/DorseyW...

This week, Miles Clark and Joseph Tuzzolo discuss historical market P/E valuations, frequently asked momentum questions, Nvidia and semiconductors. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below). Get Our Weekly Newsletter: NDW Lite: https://nd.nasdaq.com/NDW-Lite-Email- ... How to Find Us: Twitter: https://x.com/DorseyWrightNDW LinkedIn: https://www.youtube.com/re...

This week, Ian Saunders and Trevor Plesko discuss recent earnings in the Magnificent 7, small cap stocks outperforming in 2026, and market seasonality.

This week, Miles Clark and Joseph Tuzzolo discuss historical bull markets, weakness in the software space, momentum streaks, and crude oil. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below). Get Our Weekly Newsletter: NDW Lite: https://nd.nasdaq.com/NDW-Lite-Email-Subscription.html?utm_medium=Email&utm_source=Marketing&utm_programid=6373&utm_campaign=NDW-...