Episode 294: Datalyzation
From The Weekly Trend by David Zarling, Ian McMillan
April 10, 2026 · 32 min · Season 7 · Episode 14
About this episode
David and Ian discuss market trends including the S&P 500, portfolio reconstruction, and the performance of various sectors.
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?
People in this episode
Hosts: David Zarling, Ian McMillan
Topics covered
- portfolio reconstruction
- market trends
- semiconductors
- private credit
- Bitcoin
- international equities
- energy market
Keywords
- S&P 500
- portfolio
- semiconductors
- Bitcoin
- energy
- international equities
- risk-on areas
Mentioned in this episode
Organizations: S&P 500, Bitcoin, MAGS, FNGS, semiconductors, International equities, oil, energy
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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