Episode 294: Datalyzation - The Weekly Trend

What this episode covers

In this week's episode David and Ian discuss the S&P 500 being back above a 200 day moving average, where do you start with reconstructing your portfolio, the strength out of semiconductors and other risk-on areas of the market. They also discuss how software, private credit, Bitcoin, MAGS, and FNGS continue to lag. Other topics discussed are International equities and is the move in oil and energy over?

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Frequently Asked Questions

How long is this episode of The Weekly Trend?

This episode is 31 minutes long.

When was this The Weekly Trend episode published?

This episode was published on April 10, 2026.

What is this episode about?

In this week's episode David and Ian discuss the S&P 500 being back above a 200 day moving average, where do you start with reconstructing your portfolio, the strength out of semiconductors and other risk-on areas of the market. They also discuss...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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