Gene Peroni's Daily Podcast

Gene reviews the strong momentum across all three major indexes following record highs and shares key takeaways—listen for more insights.

Gene discusses semiconductor stocks and highlights key trends across the technology sector—tune in to hear his latest market insights.

Gene highlights how this past Tuesday marked the unofficial start of the summer session on Wall Street, with a strong kickoff to the summer rally. Major indexes are trading at or near all-time highs as of yesterday’s close. Tune in to the full episode for additional insights.

Gene explores a stock market environment unlike anything he has seen in recent years, highlighting the broad participation across multiple sectors and themes following the market pivot last October.

Gene dives into the market’s durability and flexibility, noting the ongoing trend of earnings outperforming Wall Street expectations.

Gene explores the string of record highs across major market indexes and why a pullback may be on the horizon, highlighting the risk of a shift that could shake investor complacency.

I'm always intrigued by the market when its running contrary to economists forecasts. It wasn't long ago that there was chatter about the possibility of economy going into recession, that chatter has diminished more recently. When we look at the market seeing how the cyclicals are behaving, that is encouraging, and would tend to run counter to the expectations of a recession...

Gene examines current market themes and sector dynamics, highlighting opportunities within health care. Listen to the full podcast for deeper insight.

Gene breaks down the technical underpinnings of the current market, explaining why its rotational structure remains constructive and continues to unwind excesses in individual stocks and major indexes—offering valuable insight into today’s evolving market dynamics.

Gene explores the latest market rotation and why it’s not a game-changing shift. He explains how market leadership continues to be driven by the same sectors and themes that have been in place since last October. Listen to the full podcast for more insight.

Gene explores how the stock market’s recent record performance is being overshadowed by headline fatigue, as investors grow increasingly cautious amid the on-and-off geopolitical tensions between the U.S. and Iran.

Gene breaks down signals from the CBOE Volatility Index, which appears to be forming a base—an indication that near-term volatility and faster market swings could be on the horizon.

Gene discusses how the CBOE Volatility Index may be in a basing pattern, setting the stage for a move into the low 20s and a possible rise in market volatility. Tune in to the full podcast for his complete analysis.

Gene revisits a case he’s made many times before—that last October marked a critical pivot point for the market. Beyond the major indexes bottoming and beginning a longer-term recovery, he highlights the more important shift beneath the surface: renewed strength across areas that had been out of favor for years, including natural resources, infrastructure, transportation, and other cyclical themes...

Gene delivers daily market insights and analysis—tune in for his perspective on today’s market action.

Gene discusses how the market is beginning to show a more constructive, positive pattern, with a growing number of sectors and themes regaining technical momentum since the March pivot bottom.

Gene asks the timely question, “Is this a ‘Sell in May and go away’ year?” He breaks down the cyclical factors that tend to influence markets between November and May. Tune in to the full episode for deeper insight and context.

Gene breaks down the March 31 pivot bottom, highlighting the strong rotational action that’s recently unfolded. That shift has fueled a renewed appetite for growth—especially across technology and semiconductor stocks. It’s an encouraging sign to see the market realigning toward growth leadership. Tune in for deeper insights and what this shift could mean going forward.

Gene examines how, just weeks after the market bottomed on March 31, major stock indexes—excluding the Dow Jones Industrial Average—have climbed to record‑high levels. The rebound was swift and surprising. Listen to the full episode for deeper insight into what’s driving this rapid recovery.

Gene explores the idea that the stock market may be wrong this time—yet if it is, it could stand as a rare exception to the market’s uncanny ability to anticipate future economic outcomes. Time and again, market signals have defied naysayers and economist forecasts alike. Tune in to the full episode for deeper insights into what the market may be telling us now.

Gene examines the day‑to‑day shifts in expectations around potential peace with Iran and the market’s measured response. Rather than signaling stress, the uncertainty appears to be driving constructive sector and thematic rotation. Tune in for deeper insight.

As technology continues to recover, growth is back in the spotlight. Gene explores how investors are taking on more risk in search of greater rewards—and how this shift is influencing key market categories. Biotechnology is one area showing signs of leadership, with ripple effects across the healthcare sector. Listen in for a deeper look at these developing trends.

In today’s podcast, Gene explores how the market has shifted since last October, focusing on evolving sector leadership and thematic participation.

Gene discusses how the Dow Jones Transportation Average has surged to an all‑time high, signaling that other major indexes may soon follow. Tune in for more market insight.

Gene discusses a noticeable shift in the market’s tone. Signs of underlying buying strength have begun to emerge, prompting him to raise support targets for the major indexes last week. Tune in for deeper insights and what this could mean going forward.