Episode 297: All Time Highs
From The Weekly Trend by David Zarling, Ian McMillan
May 1, 2026 · 27 min · Season 7 · Episode 17
About this episode
David and Kevin discuss market areas reaching all-time highs and the impact of semiconductors across various sectors.
In this week's episode David and Kevin discuss the areas of the market going out to all-time highs, the return profile if you buy at all time highs, and the continued effect semiconductors, storage, and electronic components is having across multiple industries and sectors. They also discuss the areas of international equities that are performing well, how international performance is also tilted towards semiconductor exposure, the Magnificent Seven, bearish sentiment continuing, market...
People in this episode
Host: David Zarling
Guest: Kevin
Topics covered
- market highs
- investment strategies
- semiconductor industry
- international equities
- market sentiment
Keywords
- all-time highs
- market performance
- investment
- semiconductors
- international equities
- bearish sentiment
Mentioned in this episode
Organizations: semiconductors, storage, electronic components, international equities, Magnificent Seven
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 296: The Semiconductor Show · April 24, 2026 · 36 min
Explore listener stats, chart rankings, contacts and more on the The Weekly Trend podcast page.