In this week's episode, David and Ian discuss whether the move to Large Cap Growth is a risk-on play or a safety trade, interest rates continuing to roll over, Dollar strength, and the Commodity collapse. Ian discusses “red flags”, but also the silver linings to the market. Dave explains quad witching and the potential similarities between Apple and Nvidia. Both give insights on evidence of Small Cap erosion and the strength from long-term bonds.
In this week's episode, David and Ian discuss whether the move to Large Cap Growth is a risk-on play or a safety trade, interest rates continuing to roll over, Dollar strength, and the Commodity collapse. Ian discusses “red flags”, but also the silver linings to the market. Dave explains quad witching and the potential similarities between Apple and Nvidia. Both give insights on evidence of Small Cap erosion and the strength from long-term bonds.