In this week’s episode, David and Ian discuss the solid rebound in equities and metals, including Gold and Copper. Interest rates find likely support for a move higher. What is a ‘weight of the evidence’ approach? And a potential summer return for Tech and Mega Caps.

In this week’s episode, David and Ian discuss the volatile week in stocks, what’s holding up underneath the surface, and why relying on headline data for market moves may not be the best choice.

In this week’s episode, David and Kevin discuss US Equities hangin’ around important levels, normal seasonality for election years and the strongest / weakest 6 months in a 12 month period. Kevin highlights developments in the bond and commodities markets. David touches base on investor behavior while Kevin brings up the importance of understanding your time frame. Many important topics and nuggets are provided in this episode. Take a listen, let us know what you think, and share with others if you deem it worthwhile.

In this week’s episode, David and Ian discuss the continued sell off in equities. The Nasdaq and areas such as Tech have been the hardest hit over the last few weeks. Will that continue? Gold and Bitcoin continue to hold up well, even in the face of a rising US Dollar. 

In this week’s episode, David and Ian discuss the first two-week correction in stocks since late October, the continued rise in Gold and base metals as a whole, and the big picture view from where we stand across all assets. 

In this week’s episode, David and Kevin discuss risk-on and risk-off signals from this market. They cover everything from US Equities, the resurgence of commodities (including precious metals, industrial, energy, and soft commodities), currencies, and the credit environment. You will want to tune in as Kevin and David make the case for a bullish Summer by highlighting an important development in Emerging Market Credit.

In this week's episode, Dave and Ian discuss Small Caps pushing higher, although they are still trying to participate on a relative basis. They also discuss metals and mining, Bitcoin, homebuilders, energy, and March seasonality. 

In this week’s episode, Ian and Kevin discuss momentum indicators on the S&P, the top performing sectors this week, some interesting areas of bonds, and weak performance continuing from clean energy. 

In this week’s episode, David and Ian discuss the psychological impacts from the recent rally and how retail and institutional investors may have different approaches.