Episode 283: Differentiation episode artwork

EPISODE · Jan 16, 2026 · 38 MIN

Episode 283: Differentiation

from The Weekly Trend · host Kevin Firari

In this week's episode, David and Ian discuss how mega cap growth names are lagging behind, while small caps and international equities continue to outperform. Does this mean 2026 will be a year of differentiation? They also discuss precious metals, crypto, interest rates, and some market relationships they find interesting. 

In this week's episode, David and Ian discuss how mega cap growth names are lagging behind, while small caps and international equities continue to outperform. Does this mean 2026 will be a year of differentiation? They also discuss precious metals, crypto, interest rates, and some market relationships they find interesting.

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Episode 283: Differentiation

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This episode was published on January 16, 2026.

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In this week's episode, David and Ian discuss how mega cap growth names are lagging behind, while small caps and international equities continue to outperform. Does this mean 2026 will be a year of differentiation? They also discuss precious metals,...

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