Episode 289: The Waiting Game
From The Weekly Trend by David Zarling, Ian McMillan
February 27, 2026 · 28 min · Season 7 · Episode 9
About this episode
David and Ian discuss the S&P 500's rangebound behavior, sector rotation, and potential market corrections.
In this week's episode David and Ian discuss the S&P 500 continuing to be rangebound, sector rotation and industry performance during different points of the market cycle. They also discuss what it would look like if there is a mid-year 8-12% correction which would be perfectly normal with mid-term year seasonality. Other topics discussed is cryptocurrencies, Nvidia earnings reaction, materials and miners, microcaps, international equities, interest rates, private credit, and the U....
People in this episode
Hosts: David Zarling, Ian McMillan
Topics covered
- market cycle
- sector rotation
- S&P 500
- cryptocurrencies
- Nvidia earnings
- interest rates
- mid-year correction
Keywords
- S&P 500
- sector rotation
- market cycle
- cryptocurrencies
- Nvidia earnings
- interest rates
- private credit
- mid-year correction
Mentioned in this episode
Organizations: S&P 500, Nvidia, cryptocurrencies, materials, miners, microcaps, international equities, private credit
More episodes of The Weekly Trend
- Episode 302: Indicative · June 12, 2026 · 25 min
- Episode 301: IPOs and I Don't Knows · June 5, 2026 · 33 min
- Episode 300: CCC · May 22, 2026 · 35 min
- Episode 299: Tech Panic · May 16, 2026 · 27 min
- Episode 298: Musings · May 8, 2026 · 55 min
- Episode 297: All Time Highs · May 1, 2026 · 27 min
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