Explorez tous les épisodes du podcast The Weekly Trend
| Titre | Date | Durée | |
|---|---|---|---|
| Episode 259: Checking the Boxes | 27 juin 2025 | 00:28:43 | |
In this week’s episode, David and Ian discuss the areas of the market going out to new all time highs, certain relative relationships, like high beta to low volatility and growth versus value. They also discuss how although growth areas like technology are currently leaders, other areas of the market are still participating to the upside, a weak U.S. Dollar, interest rates, risk on areas of fixed income, and Oil. | |||
| Episode 258: Sentiment Check | 20 juin 2025 | 00:19:18 | |
In this week’s episode, David and Ian discuss the current sentiment in the market, the Put/Call Ratio, major indices and areas of the market that are participating to the upside and trading above their 200 day moving averages, international equities, and interest rates. | |||
| Episode 257: Band of Brothers | 16 juin 2025 | 00:26:14 | |
In this week’s episode, David and Ian discuss the sideways action in broad indices and the resurgence in metals, particularly Gold and Platinum. Small Caps continue to struggle, even with strong performance overseas. The Dollar holds below 101 and likely confirms new downtrend, coinciding with the spike in Crude prices. | |||
| Episode 256: Dollar Lower for Longer? | 06 juin 2025 | 00:26:59 | |
In this week's episode, David and Ian discuss areas of the market trading above their 200 day moving averages and reaching all time highs. They also discuss commodities and if Oil will get back above $65/barrel, if the US Dollar with stay weak, and what they expect from interest rates. | |||
| Episode 255: Messy Summer? | 30 mai 2025 | 00:27:01 | |
In this week's episode, David and Kevin discuss the areas of the market at or reaching important areas of supply, international areas of the market that are continuing to hold up well, weekly versus monthly candles, and the strength out of momentum. | |||
| Episode 254: Vacation Snacks | 25 mai 2025 | 00:25:46 | |
In this week’s episode, David and Ian discuss the potential new regime we have in stocks, with the S&P 500 back above its 200 day moving average. Bitcoin continues to behave nicely, reaching all-time highs this past week. Tech and Aerospace names lead the way. And what impact will interest rates play going forward, now that they are back to their 2023 highs? | |||
| Episode 253: Hot Knife Through Butter | 18 mai 2025 | 00:25:00 | |
In this week’s episode, David and Ian discuss the strong demand that took the S&P 500 through 5800 like a Hot Knife through Butter. They highlight the need for sustained trade above the 200-day moving average on the S&P 500. In addition, they cover important developments in Healthcare Stocks, Technology Stocks, Rotation into Large-Cap Growth, International Stocks, Homebuilders, Bitcoin, Gold, and Semiconductors. | |||
| Episode 252: To Be Frank | 11 mai 2025 | 00:27:51 | |
In this weeks episode, David and Ian discuss the price action over the last few weeks and where we now stand, continued strength from Bitcoin, foreign equities, and potential issues within the Consumer Discretionary sector. | |||
| Episode 251: Rubber Meets The Road | 02 mai 2025 | 00:29:56 | |
In this week's episode, David and Ian discuss the how strong the end of April and beginning of May has been for the market, breadth thrusts, and specific areas of the market holding up well, like Bitcoin, Global Infrastructure, and Growth areas. | |||
| Episode 250: Green Shoots | 25 avr. 2025 | 00:32:58 | |
In this week's episode, David and Ian discuss the possibility for a Zweig breadth thrust, the important levels on the S&P 500 coming up, the areas of the market that are showing strength, the tariff narrative and market movement, and the need for follow-through on recent price movement. | |||
| Episode 249: The Best of Days and the Worst of Days | 11 avr. 2025 | 00:29:03 | |
In this week's episode, David and Ian talk about the large up day witnessed on Wednesday and the lack of follow through later in the week, the strength out of Gold, weakness out of Silver, how Bitcoin is holding up relatively well, and how previously strong areas of the market are faring now. | |||
| Episode 248: Falling Knives | 04 avr. 2025 | 00:28:43 | |
In this week’s episode, David and Ian discuss the strong selling pressure witnessed this week, correlations moving to one, the importance of having a process, and what, if any areas of the market are holding up while the main indices pull back. | |||
| Episode 247: Prove It Market | 30 mars 2025 | 00:31:03 | |
In this week’s episode, David and Ian discuss International market strength, US market weakness, and important levels buyers must reclaim. In addition, they touch base on Gold, Bitcoin, Oil, Energy, Utilities, Breakfast food, Baseball, and the Masters. Not all market environments are the same. | |||
| Episode 246: Time to Drive? | 22 mars 2025 | 00:35:00 | |
In this week’s episode, David and Ian discuss the appropriate risk-management process when US Markets are below their 200-day moving average. They also highlight what’s happening with International stocks, US sectors, precious metals, the dollar, and crypto. | |||
| Episode 245: Markets Stay Rocky | 14 mars 2025 | 00:14:22 | |
In this week's episode, Ian and Kevin give a quick update on the major indices being below their 200 day moving averages. They also talk about the sectors that are still above their 200 day moving averages, the continued strength out of international equities, gold, and copper. | |||
| Episode 244: Process > Prediction | 07 mars 2025 | 00:41:28 | |
In this week's episode, David and Ian discuss the major indices currently below their 200 day moving averages, the current strength in international equities, Bitcoin struggling with $91,000, and what the potential scenarios are for the market with the S&P's current price action. | |||
| Episode 243: Jimmy McGinty | 28 févr. 2025 | 00:49:06 | |
In this week's episode, David and Ian discuss the continued bearish sentiment among market participants, certain areas of the market that are still within uptrends, the VIX, the Put/Call Ratio, and how you need to look at recent market moves in terms of an overall bigger picture. | |||
| Episode 242: The Bearish Thesis | 21 févr. 2025 | 00:23:50 | |
In this week's episode, David and Ian discuss the bearish sentiment among market participants and some of the mixed signals within sentiment indicators. They also discuss how a bearish move in the market over the near term, does not necessarily mean that there will not be gains within the market by year end. | |||
| Episode 241: Valens Trends | 14 févr. 2025 | 00:31:14 | |
In this week's episode, David and Ian discuss the S&P hitting an all time high, recent consolidations, Russell 2000 continuing to lag behind, Gold, gauging the economy based on charts, and international equities with the recent pullback of the US Dollar. | |||
| Episode 240: Ned Ryerson | 07 févr. 2025 | 00:26:09 | |
In this week's episode, David and Kevin discuss the back to back weeks with Monday morning gaps down, potential red flags in the market, risk-on bond relationships, Financials, important relative levels, and bearish sentiment. | |||
| Episode 239: Shake n Bake | 31 janv. 2025 | 00:27:45 | |
In this week's episode, David and Ian discuss the selloff witnessed over the weekend and earlier in the week, Nvidia, China and DeepSeek, how the broader market responded after Monday, and what the seasonality data is foreshadowing for market performance in 2025. | |||
| Episode 238: Room for Activities | 31 janv. 2025 | 00:35:12 | |
In this week's episode, David and Ian discuss the evidence that points to a continuation of the current bull market, like the new all time high for the S&P 500, year-to-date sector top performers, like Financials and European Financials, credit spreads, and the weakening of the U.S. Dollar. | |||
| Episode 237: Phil D Gap | 17 janv. 2025 | 00:23:49 | |
In this week's episode, David and Ian discuss the recent pullbacks to election gaps, and those sectors that held their gaps and reclaimed 50 day moving averages. They also discuss the current state of the growth versus value relationship and recent moves in commodities. | |||
| Episode 236: Cracks in the Ice | 10 janv. 2025 | 00:24:17 | |
In this week's episode, Ian and Kevin discuss the major indices and sectors that are either testing their election gaps or are already through their election gaps. They also discuss areas of the market below 200 day moving averages, recent moves in bonds, strong dollar, gold, commodities, and international equities. | |||
| Episode 235: Heavenly Crown | 03 janv. 2025 | 00:32:00 | |
In this week's episode, David and Ian review the market developments witnessed in 2024, the start to 2025, the Santa Claus Rally, the U.S. Dollar, and the relationship between gold and U.S. equities. | |||
| Episode 234: Puzzle Pieces | 20 déc. 2024 | 00:33:43 | |
In this week's episode, David and Ian discuss market results thus far for 2024, the 93% down day witnessed on Wednesday, market breadth, board games, and the benefits and advantages of trend following. | |||
| Episode 233: Looking for Clues | 13 déc. 2024 | 00:19:23 | |
In this week's episode, Ian and Kevin discuss the recent developments in growth versus value in equities, resurgence of mega cap names, November 6th election price gaps, cryptocurrencies, and the U.S. Dollar. | |||
| Episode 232: Large Cap Tech Leaving the Station | 07 déc. 2024 | 00:30:47 | |
In this week’s episode, David and Ian discuss seasonality between Election Day and Inauguration Day, the best six-month period of the year, Bitcoin, and the potential resurgence of Large Cap Tech stocks. They also touch base on potential warning flags for this current market uptrend. | |||
| Episode 231: Thankful for Uptrends | 22 nov. 2024 | 00:29:40 | |
In this week's episode, David and Ian discuss Bitcoin's post-election rise, performance of momentum funds, Mega Cap Tech stocks, the US Dollar and Gold relationship, and the potential for a relative bottom in commodities. | |||
| Episode 230: Maybe, Maybe Not | 15 nov. 2024 | 00:15:19 | |
In this week's episode, Ian discusses the recent price action from the major indices following the post election jump last week, continued strength from Bitcoin, and the outlook for Large Cap and Small Cap stocks. | |||
| Episode 229: Emotional Bodyguard | 08 nov. 2024 | 00:43:29 | |
In this week’s episode, David and Ian discuss the initial market reaction following the election, seasonal expectations, and a healthy mindset to have around politics and your portfolio. | |||
| Episode 228: Flashback Friday | 02 nov. 2024 | 00:42:35 | |
In this week’s episode, David and Ian flashback to the Whaley and Zweig Breadth thrusts from one year ago. They highlight October’s historical volatility except for a scary October 31st. In addition, they touch base on bonds, crypto, and the 6-month path forward. | |||
| Episode 227: Don't Be That Guy | 25 oct. 2024 | 00:45:45 | |
In this weeks episode, David and Ian discuss seasonality, the upcoming election, biases, how you shouldn't fight the trend, Bitcoin, and Argentina. | |||
| Episode 226: Weight of Evidence | 19 oct. 2024 | 00:51:18 | |
| Episode 225: Ragin Cajun | 12 oct. 2024 | 00:45:15 | |
In this weeks episode, David and Ian discuss the continued strength from markets, despite underperformance from the Tech sector. Treasuries took another hard hit this week. Crude and Gold move higher, despite strength from the US Dollar. | |||
| Episode 224: Keep It Simple | 04 oct. 2024 | 00:40:11 | |
In this weeks episode, David and Ian discuss the strong performance seen from China, recent movements in Energy and the U.S. Dollar and what that means for the equity markets, developments in Retail, and keeping is simple with using technical analysis. | |||
| Episode 223: Draw 25 | 27 sept. 2024 | 00:39:01 | |
In this weeks episode, David and Ian discuss the new highs in multiple areas across the market, the "interesting" reaction in interest rates after the Fed cut, and the big week for China. Also, if Tech isn't leading the market higher, where is the strength coming from? | |||
| Episode 222: This Is How You Keep Up | 20 sept. 2024 | 00:46:53 | |
In this week’s episode, David and Ian discuss the continued uptrend in stocks, what type of appetite we are seeing in Bitcoin, and potential scenarios over the next 12 months. | |||
| Episode 221: Timeframe Matters | 07 sept. 2024 | 00:51:13 | |
| Episode 220: Risk-off Areas | 30 août 2024 | 00:21:45 | |
In this week’s episode, Ian and Kevin discuss the S&P being flat this week, risk off areas in fixed income, if recent movement in Utilities and Staples contradicts the risk off view, the Japanese Yen and Nikkei, and recent performance of value areas like Financials, Materials, and Industrials. | |||
| Episode 219: Stronger Than You'd Think | 23 août 2024 | 00:35:02 | |
In this week’s episode, David and Ian discuss the continued strength from equities, gold, and what a falling dollar means for an array of assets. | |||
| Episode 218: Broad Market | 16 août 2024 | 00:55:49 | |
In this week’s episode, David and Ian discuss the market rebound above 5400, the long-term environment, and the concept of a “broad market”. Is Growth vs. Value the same for all pieces of the market? What have been the ripple effects of a weak dollar? Is “insider” selling something to concern yourself about? | |||
| Episode 217: Theses | 09 août 2024 | 00:41:21 | |
In this week's episode, David and Ian discuss the gap down in the S&P 500 on Monday, the increase in volatility, election year seasonality, and the recent move in the Nikkei. | |||
| Episode 216: Market Vacation | 02 août 2024 | 00:19:33 | |
In this week’s episode, David rides solo and provides an important update after seeing the start of August off to its worst start since 2002. With plenty of outside uncertainty (assassination attempts, Presidents removing themselves from consideration, Crowdstrike server outages, Venezuela uprising) it is important to focus on price. In this episode, David highlights the current market environment including important market levels to pay attention to. | |||
| Episode 215: Breaking? | 26 juil. 2024 | 00:34:34 | |
In this week's episode David and Ian discuss recent performance of the major indices, the notable 2% down day witnessed this week, emerging sectors and industries like financials, the presidential election and seasonality, and international equities. | |||
| Episode 214: Fish in a Barrel | 12 juil. 2024 | 00:26:21 | |
In this week’s episode, David and Kevin discuss the origin of Fish in Barrel, the once in 1.3 Million year event that took place this week, the efficiency of markets, and the significance of this week on the rest of the year. | |||
| Episode 213: Same Old Story | 05 juil. 2024 | 00:20:23 | |
In this week's episode, Ian and Kevin discuss the continued dominance of mega caps, the continued non-relevance of small caps, consolidations in industrials, financials, and healthcare, recent performance in commodities, and Bitcoin breaking down. | |||
| Episode 212: Thin | 28 juin 2024 | 00:14:04 | |
In this week's episode, Ian and Kevin discuss breadth and the continued thin nature of this market. They also touch on sector relative strength, metals and miners, the Yen, and the U.S. Dollar. | |||
| Episode 211: Field Hippos | 22 juin 2024 | 00:43:49 | |
In this week’s episode, David and Ian discuss the continued strength from Tech and Semis, the potential breadth flush, and weakness overseas. | |||
| Episode 210: Tech Week | 14 juin 2024 | 00:18:12 | |
In this week’s episode, Ian and Kevin discuss the continued dominance from large cap tech names like AAPL and MSFT, while discussing the relative underperformance from the rest of the sectors. They also cover the recent performance of international areas, how bonds are starting to show signs of life, the US Dollar, and Japanese Yen. | |||