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.

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.

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?

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.

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.

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.

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.