EPISODE · Nov 14, 2025 · 23 MIN
Episode 276: Deja Vu
from The Weekly Trend · host Kevin Firari
In this week's episode, David Zarling and Ian McMillan discuss market breadth and participation, areas of healthcare that have been holding up well, like biotech and pharmaceuticals. They also discuss whether the leadership from large cap tech and semiconductors is over, how software is at an interesting level, Michael Burry closing his fund, Bitcoin, and an update on fixed income.
What this episode covers
In this week's episode, David Zarling and Ian McMillan discuss market breadth and participation, areas of healthcare that have been holding up well, like biotech and pharmaceuticals. They also discuss whether the leadership from large cap tech and semiconductors is over, how software is at an interesting level, Michael Burry closing his fund, Bitcoin, and an update on fixed income.
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Episode 276: Deja Vu
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