The Weekly Trend

In a special episode from Orlando, David and Ian discuss the recent weakness we have seen in certain areas of the markets (and the strength in others), their thoughts on the coronavirus scare, and whether owning Bitcoin is appropriate for every individual.

In this episode, Ian and Dave talk about the continued slide in interest rates and what this means for various equity sectors, such as Utilities and Banks. They also cover past environments that are similar to the current market, and how this could effect the relationship between Small Caps and Large Caps.

Panel discussion excerpt from the January Lunch n' Learn with clients. Dave and Ian discuss rising rates, why headlines are worthless, and why they remain bullish on the market as a whole.

In this episode, David and Ian discuss what to be focusing on within Emerging Markets, the possible turnaround for IPOs in 2020, new highs for Transports, and what's in store for interest rates and US Treasuries. 

In this episode Ian and Dave discuss market strength, broadening participation, the U.S. Dollar, Oil, and the implications of the news regarding Iran.

In the inaugural episode of "The Market Edge", David and Ian discuss what this podcast will be about as well as the current environment. Topics discussed include relative strength among sectors, what "all-time highs" really mean, sentiment, and holiday favorites.