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.

In this week’s podcast, David and Ian discuss the continued new highs from S&P 500 and Nasdaq 100, the continued disbelief from market participants, and why Small Caps continue to point to a potential turn around. 

In this week’s podcast, David and Ian discuss why the recent rally seems so hated, another potential turn for Small Caps, and what developments could lead to a continued move upward. 

In this week’s podcast, David and Ian discuss the continued march higher in stocks, a relative rebound from Small Caps, and what to look out for in the coming weeks. Breadth has been light, but maybe not as bad as some have made it out to be. Foreign stocks continue to lag their US peers. And a strong rebound in Bitcoin. 

In this week’s podcast, David and Ian discuss current market trends, earnings reactions for some members of the Magnificent 7, and the ripple effects of a strong US dollar.

In this week's episode, Dave and Ian discuss highlights from the most recent Client First Lunch & Learn. They also discuss stocks reaching all time highs, semiconductors and other technology areas and whether they went too far too quickly. 

In this week's episode, David and Ian discuss the brand new all-time highs for S&P 500 and what that likely means for stocks going forward, both domestic and foreign. Mega Caps are still leading the way, with Small Caps struggling. Is a repeat of 2023 on the horizon?

In this week’s podcast, David and Ian discuss the quiet week in equities and the loud week in the ETF world. Three of the four major indices continue to sniff around previous highs. What does the Bitcoin ETF mean for retail investors and the industry as a whole? Main themes from 2023 have carried on to 2024, despite the fourth quarter trends. 

In this week’s podcast, David and Ian discuss events from 2023, a potential shift from Value to Growth, and important levels on the major indices to be in mind for early 2024.

In this week's episode, David and Ian discuss the continued strength in equities and bonds, as well as cryptocurrencies. The VIX continues to dwindle lower, along with High Yield Spreads and the US Dollar, all solid tailwinds for the market as a whole.