PODCAST · business
Market Sniffs
by JB & D
Looking to dive deep into the markets? Join me and my buddy Dino as we break down what’s new, what's moving, and highlight key opportunities and risks, from short-term plays to long-term strategies jbdino.substack.com
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18
Starting Over...
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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17
ETSY, Generac, & Estée Lauder Earnings Scorecards
Analyzing Etsy, Generac, & Estée Lauder earnings reactions, amongst other things. Follow for More Deep Dives:Discord (FREE): https://discord.gg/J4YfpHYGpTwitter/X: JBandD⚠️ Disclaimer: I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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16
Survive the Euphoria, Win the Long Game
Market rally, FOMO, surviving, charts, IBKR research tools.👇 Follow for More Deep Dives:Discord (FREE): https://discord.gg/J4YfpHYGpTwitter/X: JBandD⚠️ Disclaimer:I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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15
BofA FMS and Big Tech Suckers Rally
VIX, market squeeze, BofA fund manager survey, amongst other things.👇 Follow for More Deep Dives:Discord (FREE): https://discord.gg/AWzxvdrYSXTwitter/X: JBandDSubstack (FREE): jbandd⚠️ Disclaimer:I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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14
Estée Lauder: What Wall Street is Missing
I break down the 5 contrarian signals to the initial investor reaction.📈 You’ll Learn:• Puig deal = geographic pivot, not distraction• China rebound: $20T liquidity + 13% growth• $124T wealth transfer to women• Turnaround proof: margins up, cash flow surging• Why record pessimism = maximum opportunity👇 Follow for More Deep Dives:• Discord (FREE): https://discord.gg/JUE8nAVyq• Twitter/X: JBandD• Substack (FREE): jbandd⚠️ Disclaimer:I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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13
Dow Jones Bearish Indicator TRIGGERED
Bearish indicator, VIX analysis, etc... This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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12
Technical Analysis: BABA, PYPL, Yen
Discussing Alibaba, PayPal, Japanese Yen, put skew, and other things. Video link below This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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11
Yen and Market Update
JB and D's Market Sniffs Podcast, Sniffing for Golden Nuggets This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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10
Mar-a-Lago Accord Behind the Scenes?
A deep dive into a potential speculative agreement that may be unfolding behind the scenes and its impact on equities and the Japanese yen. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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9
Taiwan Risk, VIX, No Dip Buys in a Recession, LATAM
In today's episode, we discuss Taiwan risk, VIX positioning, LATAM opportunities, and other things. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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8
Yen and Reverse Carry Trade
We go into the carry trade, the US dollar, and other things. Video format below. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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7
Improvements for 2026
Going over what needs to be improved to have a better performance in 2026. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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6
2026: Repeat of 2025?
Predictions for 2026.Full Disclaimer- https://open.substack.com/pub/jbdino/p/full-disclaimer?utm_campaign=post-expanded-share&utm_medium=web This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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5
Risk Appetite, Code Red, Sentiment
All content, including but not limited to research, trade ideas, speculative scenarios, stock and options flow, technical charts, company valuations, market commentary, and other materials, is provided for informational, educational, and entertainment purposes only. This content does not constitute investment advice or financial advice. Everything I share is opinion only. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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4
FOMC, Oracle, Consumer Checkpoint
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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3
Healthcare—Recession Proof to Recession Sensitive?
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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2
Cash Out of Favour
Deep diving into investor positioning, similarities to last year, China, power grid, etc. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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1
Baba-bababanana & Protection
What’s going on with Alibaba, China, the EU, small caps, mid caps, and earnings season? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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0
Nice to Meet You
In this episode, I introduce myself and discuss what you can expect from this podcast, as well as who it may be for. I'll dig into the good stuff starting with the next episode. Thank you.JB&D’s Substack- https://jbdino.substack.com/JB&D’s X- https://x.com/JBandDino This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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Frequently Asked Questions
How many episodes does Market Sniffs have?
Market Sniffs currently has 19 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Market Sniffs about?
Looking to dive deep into the markets? Join me and my buddy Dino as we break down what’s new, what's moving, and highlight key opportunities and risks, from short-term plays to long-term strategies jbdino.substack.com
How often does Market Sniffs release new episodes?
Market Sniffs has 19 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Market Sniffs?
You can listen to Market Sniffs on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Market Sniffs?
Market Sniffs is created and hosted by JB & D.
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