Latest Episodes
Episode 2
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May 10, 2024
Yes-ish, No Mostly
Garrett Layell and Matt Dahl discuss the tug of war between interest rates and AI fueled economic growth & dive into how one of...
00:31:23
Episode 1
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April 26, 2024
Deja Vu All Over Again
Garrett Layell & Matthew Dahl a market that continues to be tugged back and forth between the momentum of AI driven growth and recurring...
00:44:08
Episode 5
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March 16, 2024
Bonds Can Be Red Heads (sometimes)
Garrett Layell & Matthew Dahl discuss the leveling off in the market so far in March, the health in the breadth in the equity...
00:36:58
Episode 4
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March 04, 2024
Getting It Wrong, Until You Get it Too Right?
Matt introduces Garrett to the Keltner Channel, we talk NVDA and market breadth, and update the market's progress towards year end targets. The Intelligent...
00:23:34
Episode 3
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February 17, 2024
The Data Driven Economy
Matt & Garrett discuss the key technical levels in both the bond and equity markets, and the significance of them in the longer-term trend...
00:35:46
Episode 2
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February 05, 2024
It Makes No Sense…Until it Happens
Matt and Garrett discuss the differences between theory and practice (again), and talk about the strategy of constructing a portfolio against various economic backdrops....
00:56:06