EPISODE · Aug 7, 2021 · 20 MIN
Episode 080: Up, Up, and Away
from The Weekly Trend · host David Zarling, Ian McMillan
In this week’s episode, Ian discusses the continued lagging performance from Value stocks, the strength from Semiconductors, a potential resurgence in Cryptocurrencies, and where we can look within the Industrials sector for relative strength. Ian also explains what some of the equal-weighted indices might be telling us, along with what areas outside of the US look good. Are credit spreads and the lack of strength from High Yield bonds sending a warning? Also, what can we learn from the sentiment around the short ARKK ETF and the HOOD IPO?
What this episode covers
In this week’s episode, Ian discusses the continued lagging performance from Value stocks, the strength from Semiconductors, a potential resurgence in Cryptocurrencies, and where we can look within the Industrials sector for relative strength. Ian also explains what some of the equal-weighted indices might be telling us, along with what areas outside of the US look good. Are credit spreads and the lack of strength from High Yield bonds sending a warning? Also, what can we learn from the senti...
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Episode 080: Up, Up, and Away
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