Episode 286: All American
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Episode 286: All American

46:45 Feb 6, 2026
About this episode
In this week's episode David and Ian discuss the move to the downside in Bitcoin and other crypto assets, the poor performance from mega cap names and software, the strength out of industrials, financials, small caps and mid caps. They also talk about market breadth, precious metals and materials, potential false breakdowns, and risk on and risk off behavior.
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