JB & D

Market Sniffs

Business EN ↓ 19 episodes

Looking to dive deep into the markets? Join me and my buddy Dino as we break down what’s new, what's moving, and highlight key opportunities and risks, from short-term plays to long-term strategies jbdino.substack.com

Author

JB & D

Episodes

Starting Over... 13.05.2026 20:31

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

ETSY, Generac, & Estée Lauder Earnings Scorecards 01.05.2026 37:04

Analyzing Etsy, Generac, & Estée Lauder earnings reactions, amongst other things. Follow for More Deep Dives:Discord (FREE): https://discord.gg/J4YfpHYGpTwitter/X: JBandD⚠️ Disclaimer: I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions. This is a public episode. If you would like to discuss t...

Survive the Euphoria, Win the Long Game 24.04.2026 54:11

Market rally, FOMO, surviving, charts, IBKR research tools. 👇 Follow for More Deep Dives:Discord (FREE): https://discord.gg/J4YfpHYGpTwitter/X: JBandD⚠️ Disclaimer:I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions. This is a public episode. If you would like to discuss this with other subsc...

BofA FMS and Big Tech Suckers Rally 16.04.2026 29:45

VIX, market squeeze, BofA fund manager survey, amongst other things.👇 Follow for More Deep Dives:Discord (FREE): https://discord.gg/AWzxvdrYSXTwitter/X: JBandDSubstack (FREE): jbandd⚠️ Disclaimer:I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions. This is a public episode. If you would like...

Estée Lauder: What Wall Street is Missing 27.03.2026 4:55

I break down the 5 contrarian signals to the initial investor reaction. 📈 You’ll Learn: • Puig deal = geographic pivot, not distraction • China rebound: $20T liquidity + 13% growth • $124T wealth transfer to women • Turnaround proof: margins up, cash flow surging • Why record pessimism = maximum opportunity 👇 Follow for More Deep Dives: • Discord (FREE): https://discord.gg/JUE8nAVyq • Twitter/X:...

Dow Jones Bearish Indicator TRIGGERED 17.03.2026 31:45

Bearish indicator, VIX analysis, etc... This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

Technical Analysis: BABA, PYPL, Yen 09.03.2026 47:01

Discussing Alibaba, PayPal, Japanese Yen, put skew, and other things. Video link below This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

Yen and Market Update 24.01.2026 1:14:34

JB and D's Market Sniffs Podcast, Sniffing for Golden Nuggets This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

Mar-a-Lago Accord Behind the Scenes? 22.01.2026 17:39

A deep dive into a potential speculative agreement that may be unfolding behind the scenes and its impact on equities and the Japanese yen. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

Taiwan Risk, VIX, No Dip Buys in a Recession, LATAM 14.01.2026 45:39

In today's episode, we discuss Taiwan risk, VIX positioning, LATAM opportunities, and other things. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

Yen and Reverse Carry Trade 05.01.2026 59:37

We go into the carry trade, the US dollar, and other things. Video format below. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

Improvements for 2026 02.01.2026 35:40

Going over what needs to be improved to have a better performance in 2026. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

2026: Repeat of 2025? 25.12.2025 1:04:06

Predictions for 2026.Full Disclaimer- https://open.substack.com/pub/jbdino/p/full-disclaimer?utm_campaign=post-expanded-share&utm_medium=web This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

Risk Appetite, Code Red, Sentiment 18.12.2025 44:44

All content, including but not limited to research, trade ideas, speculative scenarios, stock and options flow, technical charts, company valuations, market commentary, and other materials, is provided for informational, educational, and entertainment purposes only. This content does not constitute investment advice or financial advice. Everything I share is opinion only. This is a public episode....

FOMC, Oracle, Consumer Checkpoint 11.12.2025 24:04

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

Healthcare—Recession Proof to Recession Sensitive? 09.12.2025 42:28

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

Cash Out of Favour 03.12.2025 1:16:29

Deep diving into investor positioning, similarities to last year, China, power grid, etc. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

Baba-bababanana & Protection 27.07.2025 16:53

What’s going on with Alibaba, China, the EU, small caps, mid caps, and earnings season? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

Nice to Meet You 14.07.2025 16:56

In this episode, I introduce myself and discuss what you can expect from this podcast, as well as who it may be for. I'll dig into the good stuff starting with the next episode. Thank you. JB&D’s Substack- https://jbdino.substack.com/ JB&D’s X- https://x.com/JBandDino This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.su...