The Weekly Trend

Episode 272: Pan Out

Kevin Firari Season 6 Episode 37

Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.

0:00 | 29:01

 In this week’s episode David and Ian discuss the inside week for the market, regional banks struggling while big banks are holding up better, small caps and biotech, is the move over for gold and gold miners, and looking forward at potential scenarios on market movements. 

david_1_10-17-2025_101109

Welcome back to the Weekly Trend Podcast. Today is October 17th, 2025 s and P 500, currently sitting at 66 27. I'm David Zale. I'm here with Ian McMillan. Ian, do you think there'll ever be a day where we're not using s and p 500 as our marker? An update marker for the podcast.

ian_1_10-17-2025_111109

Man,

david_1_10-17-2025_101109

Wouldn't it be nice if there was like, we're we're marking out Russell 2000 or something, or will it just always

ian_1_10-17-2025_111109

How long?

david_1_10-17-2025_101109

will it

ian_1_10-17-2025_111109

that, how long would it take? Right. So I assume if we had started this podcast in the like late eighties

david_1_10-17-2025_101109

Okay.

ian_1_10-17-2025_111109

that we would've been, we would get on here and you would the do.

david_1_10-17-2025_101109

Yeah, good point. Probably quoting the doll.

ian_1_10-17-2025_111109

point would it have changed? How, cause I mean, right. That would take years of being like, okay, well I guess no one, like, no one just cares about the s and p anymore. Why? Like, why are we doing this? That would take a long time. I.

david_1_10-17-2025_101109

Yeah, no, I think that's a fair and I, I. What I find fascinating about what what you just said is look at, now, I don't know how accurate this chart would be, right? Because s and p 500 is invented in 1957. The Dow Jones goes back to eight 1890s, but look at a monthly chart of s and p versus Dow Jones. And Zoom all the way out

ian_1_10-17-2025_111109

All right. Monthly.

david_1_10-17-2025_101109

monthly. S and p versus Dow Jones. I'm using SPX, DJ I on Trading View.

ian_1_10-17-2025_111109

Yeah. Okay,

david_1_10-17-2025_101109

Just an interesting spot where we're at right now.

ian_1_10-17-2025_111109

man. What if we go back to quoting the DAO for like 20 years?

david_1_10-17-2025_101109

That'd be crazy.

ian_1_10-17-2025_111109

Will we have a pod? I mean, we, our podcast, no, we'll be like holograms.

david_1_10-17-2025_101109

Yeah. Holograms or just like sometimes,

ian_1_10-17-2025_111109

video we could keep like a little ticker at the bottom.

david_1_10-17-2025_101109

yeah. Maybe we should do video better. Listeners would love that.

ian_1_10-17-2025_111109

They say they want it.

david_1_10-17-2025_101109

They do.

ian_1_10-17-2025_111109

that entails.

david_1_10-17-2025_101109

Yeah. We'll have to figure that out.

ian_1_10-17-2025_111109

And then the editing, yeah, we'd have to, because then we could share charts.

david_1_10-17-2025_101109

Right. But I digress. I just find it interesting, you know, there could be a day where we're not using the s and p 500 as our marker, right?'cause it's, it is the most probably looked at index in the world. You know, I, I, you can talk Nasdaq, but not NASDAQs. So, tech weighted and, and,

ian_1_10-17-2025_111109

Yeah.

david_1_10-17-2025_101109

And I know the s and p 500 is too, I'm not sitting here saying that. But here, here we are, s and p 566 17, and we've got an inside week

ian_1_10-17-2025_111109

Ugh.

david_1_10-17-2025_101109

far,

ian_1_10-17-2025_111109

So far.

david_1_10-17-2025_101109

right

ian_1_10-17-2025_111109

I don't know,

david_1_10-17-2025_101109

LA.

ian_1_10-17-2025_111109

Just feels kind of. Lethargic. I'm sure I used that word last week,

david_1_10-17-2025_101109

Yeah, there's some, there's some lethargy and I, you know, last week being a bearish engulfing, meaning opening price of s and p 500 and the closing price engulfed the prior weeks opening and closing. S and P down 2.4% last week. We're sitting inside of that range, right? That close. Last week was 65, 52, and the price movement this week is inside of that candle. We've got a volatility measurement such as the vix touching 28 today. And I know we've covered on this podcast in the past that a general rule of thumb, right? You could take the VIX and divide it by 16 and that kind of gives you what your expected daily volatility for the s and p 500 would be. And that's, you know, getting towards 2% daily moves. And so we don't get to be really surprised by the volatility. I'm not saying it's comfortable.

ian_1_10-17-2025_111109

it's not.

david_1_10-17-2025_101109

A lot of, lot of churning and burning and I think very interesting to see what's going on with regional banks this week.

ian_1_10-17-2025_111109

hopefully it's a nothing burger, kind of sketchy. Pretty sketchy to be honest.

david_1_10-17-2025_101109

Yeah, I mean, it, it. Regional banks back in and, and maybe our listeners remember this, maybe they don't, but in case they don't, you know, February and March of 2023, regional banks were starting to show relative strength, and then they just got slammed.

ian_1_10-17-2025_111109

Yeah, the Silicon Valley I think there was another one that went under. Someone buy, I don't let'em go in there. They make someone else buy'em.

david_1_10-17-2025_101109

And that was with that, that was KRE, the ETF, regional Bank, regional Banking. ETF got, you know, as a proxy that we could use, got sold really hard. In March of 2023 and we got back to that 63, 60$4 level back here in September of this year. The selling's not quite to the degree that we saw in March of 23, but it is something that has you set up and take note, notice and really relatively relative speaking. KRE never has never exceeded that initial flush from March of 23. On a relative basis, and here we are near the relative lows in the relationship, and when you consider the weighting of regional banks in something like small caps, which I believe is around 10%, it's hard to envision small caps getting much traction here

ian_1_10-17-2025_111109

Yeah. Yeah, it's a

david_1_10-17-2025_101109

without banks.

ian_1_10-17-2025_111109

the, for the Russell crowd especially'cause you had biotech that was starting to work.

david_1_10-17-2025_101109

Yeah. Well, and that's just, it is like the reason why small caps have been able to hold up, like this is biotech. And so you have this dichotomy, right? You've got you, you kind of wanna see regional banks hold up and do just fine, because buying biotech is a risk on feature, but selling financial stocks not really a great risk on feature. So definitely got two sides of, of a coin here.

ian_1_10-17-2025_111109

Yeah. And regional banks, you know, never, they never even made it back to their February high. Well, they didn't. They did make it back to their February highs, so they never made it to all time highs. But you had a lot of the bigger banks, bank of America, JP Morgan. I know that those are more than just brick and mortar banks with checking and

david_1_10-17-2025_101109

Right.

ian_1_10-17-2025_111109

deposit accounts, but yeah, certainly the big banks versus little banks. In fact, if you take KBE versus KRE, probably likely another big move here coming up, it would seen in

david_1_10-17-2025_101109

Yeah, that's, yeah, that's a really nice consolidation. Since April of 2024. It's a good chart worth noting. Big bank strength versus small bank strength, for sure.

ian_1_10-17-2025_111109

just gonna start buying. Maybe we're gonna see another swath of regional bank. Purchase. I don't know

david_1_10-17-2025_101109

Yeah, I wish. I wish we did. I wish we did know. All we can use is price.

ian_1_10-17-2025_111109

if you paid me to figure that out and know that I would go figure it out for you, but you don't.

david_1_10-17-2025_101109

Pay to look at price charts, man.

ian_1_10-17-2025_111109

You do.

david_1_10-17-2025_101109

if I can use a double meaning, we panned out to look at the big term picture of Dow Jones versus s and p, but using an idiom is gold gonna pan out?

ian_1_10-17-2025_111109

I dunno. I think we've had a really good run. I think you're definitely starting to see some pretty questionable behavior. I've gotten a few texts about gold, some things going around on the internet. Seems like there's a big rush to buy physical gold across the world.

david_1_10-17-2025_101109

And we've had a couple, couple clients bring it up as bar buying physical gold, wanting to buy gold bars, and clients know that we've, we've held gold or gold miners and, and client accounts here for a while. We might be getting, we might be getting close to where is, is the risk reward still worth it, is the way I would put it.

ian_1_10-17-2025_111109

and I think you've entered, I think you have entered a spot this week where. If we go higher, you can get back on it, but you've, in a lot of these, whether it's gold, gold miners, whether they're Fibonacci or treatments, whether they're relative relationships against other assets like the s and p this would be where air I would. Probably start easing up on that

david_1_10-17-2025_101109

Yeah. Start, you know?

ian_1_10-17-2025_111109

can get right back on.

david_1_10-17-2025_101109

Right.

ian_1_10-17-2025_111109

that's

david_1_10-17-2025_101109

you're just saying that this, this is a level on a relative basis using gold miners versus s and PGDX versus s and p that we, had some resistance in July of 2014, August of 2016, July of 2020. We know that markets have memory, so we're entering that potential spot where you could see some relative weak weakness and some opportunity cost. I think you bring up a really valid point there. And so it's worth paying attention to. It's worth paying attention to the price action especially considering some of the sentiment out there that you've highlighted. I mean, even, even GDX versus GLD, gold miners versus gold.

ian_1_10-17-2025_111109

Yeah.

david_1_10-17-2025_101109

Into heading into an area where it's been resistance in the past doesn't mean it's over, but I think your point, you know, we've used, there's been a lot of energy to get up into this spot, and now it's about how does it digest this.

ian_1_10-17-2025_111109

I mean, I would say I would put this in the parabolic category especially the last two, three. I mean, you have, I think gold I saw was up nine or 10 weeks in a row.

david_1_10-17-2025_101109

Mm-hmm.

ian_1_10-17-2025_111109

these are pretty long, and these are solid candles. It hasn't been a, it has not been a melt up. Yes, you're getting into that and maybe it does keep going, but yeah, it's, I think, what is the risk reward here going forward?

david_1_10-17-2025_101109

Right.

ian_1_10-17-2025_111109

what's kind of, you know, standard deviation move, have we had over the last three months, is that likely to continue?

david_1_10-17-2025_101109

In ideal world, we get some consolidation here.

ian_1_10-17-2025_111109

yeah, maybe it's another consolidation like we had in June and July

david_1_10-17-2025_101109

Mm-hmm.

ian_1_10-17-2025_111109

that would be super healthy. And I think just the overall price action getting pretty weird the last week. the volatility, yes, Vic spiked. Also, I mean that in the sense of just the day to day rollercoaster we've had, obviously last last Friday was a big one. Did get the bounce. I would put it in kind of the, I guess, know, it's hard to say. The dead cat category wasn't that big of a flush yet. But yeah, we didn't reclaim a lot of levels, a lot of individual stocks, a lot of the

david_1_10-17-2025_101109

That?

ian_1_10-17-2025_111109

stuff falling off.

david_1_10-17-2025_101109

Mm-hmm. Yep. Yeah. On the one hand you've got. High beta biotech. Okay. But then when you look at like quantum computing stocks, and I'm not saying that's over, it's just definitely some volatility there we're paying attention to. I mean, even if you look at the high beta low vol chart, we're still consolidating again, an inside week after bearish and golfing, which is, it's actually constructive if you think about it, if you're, if you're not wanting a a, a steepened price correction. You'd rather have an inside week after bear and golfing than some type of follow through.

ian_1_10-17-2025_111109

Yeah, we don't need a waterfall.

david_1_10-17-2025_101109

Don't need a waterfall, you know, especially if you're aggressively invested. Now that being said, October notorious for having volatility. Here we are. October volatility.

ian_1_10-17-2025_111109

we just gotta get through two weeks of this. more

david_1_10-17-2025_101109

Yeah. Yeah. I could, I could definitely, I could definitely see that being a case. It is interesting, you know, I, I, I saw a chart out there talking about the VIX and Luke Kawa, hopefully I'm saying his name correctly, that we just had one of 53 days in history of the VIX Index. Above 25 on a day where the s and p 500 closed within 2% of its all time high and some previous times for that late nineties, 2021, and now don't think you can extrapolate that necessarily. Because I mean, late nineties, if you had used that as some type of signal to get out, you might've missed out on 50%,

ian_1_10-17-2025_111109

well, what if we missed like the last 20%?

david_1_10-17-2025_101109

right? So.

ian_1_10-17-2025_111109

No, it's definitely, I mean, it's, it's. it's sketchy behavior out there and I think, yeah, we're coming up on the end of the year. I don't know, I it's ho hopefully no I don't like to say hopefully'cause that makes it sound like it's part of our process or that I'm actually sitting around praying that.

david_1_10-17-2025_101109

Right.

ian_1_10-17-2025_111109

Somehow on November 1st. Markets magically, you know?

david_1_10-17-2025_101109

I get what you're saying. You're just saying,

ian_1_10-17-2025_111109

mean, what one, one more flush. And we go, hi. We did that a lot. And then I don't, I don't know.

david_1_10-17-2025_101109

yeah. Could have one more flush.

ian_1_10-17-2025_111109

you gotta be day by day. I

david_1_10-17-2025_101109

Yes.

ian_1_10-17-2025_111109

could have so many theories. I have hours of theories what could happen, but I don't know.

david_1_10-17-2025_101109

Well, let's, so let's, let's do that. Let's talk through some price levels. You know, we, we've talked breath in the past. We can touch base there quick. We still have breath divergences. I believe you, you covered that Bullish percent. Flip to o's.

ian_1_10-17-2025_111109

Yep.

david_1_10-17-2025_101109

We have the backdrop of last week's Friday flu, like quick selling. You get the a a I Bear Bull survey out and bears exceed bulls. Again, we had a tick up and put call ratio, right? We talked about how we'd be looking at that.

ian_1_10-17-2025_111109

Yeah.

david_1_10-17-2025_101109

really a biggest spike as I

ian_1_10-17-2025_111109

No,

david_1_10-17-2025_101109

might see.

ian_1_10-17-2025_111109

it It. Yeah. I'm with you on that. I thought that, I thought that, that I, I know it was just for a day, but I thought they were, thought that'd be higher.

david_1_10-17-2025_101109

So mentally using the survey results, people one foot out the door execution wise, I wonder how many times they've gotten their hand bit by trying to short. And so the shorting isn't all that great, so it makes me wonder if there's another, another flush coming to get that reaction again. And then for me, when I look at the point of control, so that, you know, looking at volume profile of something like s and p 500 futures, what I find fascinating is from the tariff tantrum low back in April to the flush last week, or the quick selling on Friday last week. The point of control on s and p futures was basically 6,400 the past week of volume, and I find this impressive has moved that point of control up to almost 6,700. So there's been a lot of volume that's come in.

ian_1_10-17-2025_111109

we're below the point of control now.

david_1_10-17-2025_101109

We're below the point of control at 6,700, but above the point of control. That was last Friday at 6,400, which tells me a fair amount of volume and buying volume came in after Friday. But yes, below the point of control from that, from that standpoint.

ian_1_10-17-2025_111109

Hmm.

david_1_10-17-2025_101109

So could you, could you see another move down into 6,400? To test those accumulators, those buyers from the April lows to last Friday to see if they're for real. I could absolutely see that.

ian_1_10-17-2025_111109

Yeah.

david_1_10-17-2025_101109

So for me, that that first really important level, you know, to reclaim would be 6,700, but also to be, have, provide support would be 6,400. I think, I think a way to think about that is, you know, if you're invested, you could anticipate, you know, upwards of 4% volatility, meaning like you could have a further correction of 4% and you still have an uptrend on your hands.

ian_1_10-17-2025_111109

Yeah,

david_1_10-17-2025_101109

But definitely, you know,

ian_1_10-17-2025_111109

go to 6,400.

david_1_10-17-2025_101109

I dunno. Sadly, the market doesn't care what we think, but I could see a scenario where there's one, you know, one more leg lower gets that pull call, call ratio up. The headlines are super negative. The

ian_1_10-17-2025_111109

Christmases are canceled.

david_1_10-17-2025_101109

Christmases are canceled and it's again, another time in an October where it was time to buy.

ian_1_10-17-2025_111109

Yeah.

david_1_10-17-2025_101109

We'll see. It doesn't have to do that. You know, we could stay above Friday's low, which is at about 6,600. We could stay above that, and last Friday was a, a chance to get involved. Time will tell. Again, it goes back to your, we're Bayesian, right? We take the most recent data and put it on top. Had weighed a little bit more than the data before that. And that's how we think about markets. Still have an uptrend, still could have a leg lower, and that would still be within an uptrend type behavior.

ian_1_10-17-2025_111109

Yeah.

david_1_10-17-2025_101109

Vix needs to cool off, I will say, like, you know, VIX being as high as it is, you're, you're gonna be paying a pretty penny for any type of hedging at this point.

ian_1_10-17-2025_111109

Yeah, and this has been, I mean this is essentially where we got up to. I, it's August 24. We got up to close to 37. I mean, we intraday, we got hired 65, close to 37 tariff tantrum. We got up to 60. Well, you've definitely had some other corrections over the past. I'd say two, three years. Where, I mean, the 29, 30 area's kind of it, and

david_1_10-17-2025_101109

Yeah.

ian_1_10-17-2025_111109

then we go back lower on vix and markets dwindle higher.

david_1_10-17-2025_101109

Mm-hmm.

ian_1_10-17-2025_111109

I can't bel, the highest we ever got in 22 on the VIX was 38. We could also get that. You could get'em just melt lower. No real massive VIX spike. It could do, it could do all types of things. I,

david_1_10-17-2025_101109

Yep. That's what the market's good at. Doing all sort types of things. What do you think about it?

ian_1_10-17-2025_111109

say that every year we get some. Once in a hundred year event

david_1_10-17-2025_101109

Yeah, that's it. It's, yeah, it's like how often does a once in 100 year weather event happened? Well, are we looking at Charlotte, North Carolina, or are we looking at the world? And in the world, once 100 year event happens every year. Same with markets. Are we looking at one stock? Are we looking at all of them? Are we looking at the entire market? Typically, once a year, there's a once in 100 event, year event

ian_1_10-17-2025_111109

data, I mean, right. The data on all this is and you can see. Splice it up and, you know, make it look whatever you want. And I mean it's, so I think it's really good, you know, historically when the s and p has done this for the first two quarters, then the next, you know, that type of stuff that we see a lot and we talk about on here and it's very interesting. But every year. come across something where, oh, we haven't, we haven't done this since 1919.

david_1_10-17-2025_101109

Right, so we just gotta bite our time. Wait for new data to come in. What do you think about international stocks? I, I think this week was kind of fascinating that way.

ian_1_10-17-2025_111109

They've held up better, I would say.

david_1_10-17-2025_101109

Like emerging markets,

ian_1_10-17-2025_111109

Yeah. Emerging markets sell that pretty well.

david_1_10-17-2025_101109

like, I mean, I know that's an inside week too, but the fact that emerging markets outperform the s and p this week, I don't know. Is that, are we, is the world really coming to an end? Is there really a are.

ian_1_10-17-2025_111109

I think Brazil was green today. We'll see.

david_1_10-17-2025_101109

I really having a massive correction. If we're buying emerging market stocks, that's what's happening. We're hiding out in biotech in emerging markets because the market's about to crash. Does that seem logical?

ian_1_10-17-2025_111109

maybe emerging markets are the new leaders.

david_1_10-17-2025_101109

Yeah, maybe, maybe in in a few months. We're talking about where EEM is rather than the s and p.

ian_1_10-17-2025_111109

And if EEM came back and retested 85,

david_1_10-17-2025_101109

Yeah.

ian_1_10-17-2025_111109

it wouldn't be the most unhealthy thing, you know, if we're looking at like, what does that set you up for the next like two years probably. And retested these highs from oh seven, around 85. I don't

david_1_10-17-2025_101109

I think.

ian_1_10-17-2025_111109

I would, I would complain the whole time if that happened, but it would be healthy.

david_1_10-17-2025_101109

Mm-hmm. Well, and, and speaking of zooming out, panning out, looking at EM, like you said, like emerging markets have gone nowhere for over, I mean, over 25 years, 27 years, 28 years. 0% return with heartburn in between, and we're just testing those levels again. We reached'em in 2021 and 2007, and here we are again.

ian_1_10-17-2025_111109

Oh, I, I was looking at EFA, I'm sorry.

david_1_10-17-2025_101109

That's okay.

ian_1_10-17-2025_111109

came back to 85 or whatever it was. But yeah, international stocks. Yeah. Look at that. Look at that. Emerging markets.

david_1_10-17-2025_101109

I

ian_1_10-17-2025_111109

What

david_1_10-17-2025_101109

your point.

ian_1_10-17-2025_111109

we'll have to see. Like what did what's the big one per, did you say Peru? Peru's big in the mining right.

david_1_10-17-2025_101109

Yep. And it's having, it's having a similar day to gold Miners today, and you just wonder if the consolidation's here for gold and gold miners. I. But yeah, I mean, I think you bring up a good point about EFA. It broke out to new all time highs not too long ago. Does it come back and test 85 merging markets, you know, near 53, 55 bucks? Definitely possible. That's why we gotta use price.

ian_1_10-17-2025_111109

What do you think about the dollar?

david_1_10-17-2025_101109

Dollar range bound, and I think maybe markets like that, you know, still sitting below 101 0 1. I find it fascinating. The dollar is like this, and we've got Bitcoin hovering around to 1 0 6, 1 0 8 level.

ian_1_10-17-2025_111109

It kind of feels like it's building a little base here. We've broken the rate of trend from the highs in January,

david_1_10-17-2025_101109

Mm-hmm.

ian_1_10-17-2025_111109

so we'll see. Yeah, we gotta get back above 1 0 1, 101 0 1 for this to mean anything, and maybe that's all we do. We go back to 1 0 1. That's what gets everyone spooked because it has been a mo. I mean, if we spent, right, so we've been under 1 0 1 since April. I mean, if we consolidated for a year and then we'll lower, maybe again, I don't know, maybe that's where your short term gold weakness comes from, is now all of a sudden we get scared about the dollar.

david_1_10-17-2025_101109

Hmm. Treasury is holding up. Okay. No long-term Treasury is 20 plus year treasury, still sitting in a range that goes back to September 23. I don't wanna make it sound like it's in a new uptrend. But if it's carving out a base here,

ian_1_10-17-2025_111109

Yeah.

david_1_10-17-2025_101109

would be interest. Interesting. For interest rates if they were to roll over, definitely a possibility.

ian_1_10-17-2025_111109

I mean lowest since March 4.6

david_1_10-17-2025_101109

Mm-hmm.

ian_1_10-17-2025_111109

on the 30 year treasury.

david_1_10-17-2025_101109

And you know, during our education event, this, this, with clients. You know, we touched base on, we talked about gold, but also just fiat de, you know, debasement, which is a funny term, but you look at gold across all currencies and it's doing, it's doing well. Yes, we've had today, today's a little bit of a pullback, but you do wonder what this looks like, or as we talked about the start of the podcast, is the opportunity cost. Too high right now. Is the edge gone in gold? Especially considering some of the sentiment out there. Magazine covers, texts, clients, things on X? We'll see.

ian_1_10-17-2025_111109

Maybe they're putting that in my four U feed to spook me.

david_1_10-17-2025_101109

Yeah, maybe.

ian_1_10-17-2025_111109

me out, Dave.

david_1_10-17-2025_101109

Mm-hmm. And we got oil sitting at. 56 bucks, 57 bucks.

ian_1_10-17-2025_111109

Wow, that's cheap.

david_1_10-17-2025_101109

That is cheap.

ian_1_10-17-2025_111109

also been 56, 57. Pretty solid area.

david_1_10-17-2025_101109

We've seen, we've seen buying here before, so we'll see. Plenty to unveil in the weeks ahead, but we definitely have that October volatility worth paying attention to some pullback in some of the more high flying areas like quantum stocks. We still have negative breadth. Recent price action pulled in some volume, some negative survey sentiment not necessarily expressed through the put call ratio. Regional banks. On the ropes sitting here wondering if gold is gonna pan out. What you found is the, the origin of that idiom right, comes from gold rush times.

ian_1_10-17-2025_111109

yeah, they all go rush out west.

david_1_10-17-2025_101109

Mm-hmm. Put.

ian_1_10-17-2025_111109

found gold in your pan, they said that it panned out.

david_1_10-17-2025_101109

Did you bring that eating up at the table? I know you, you like to cover some interesting facts at the dinner table with your fam. Do you use that one yet?

ian_1_10-17-2025_111109

No, I've on my so Connor's in this thing where he wants like a joke. He wants us to write a joke on

david_1_10-17-2025_101109

Oh

ian_1_10-17-2025_111109

note

david_1_10-17-2025_101109

six seven.

ian_1_10-17-2025_111109

so, he, there was, he did another six, seven joke last night. So ridiculous kids man. Brain rott. I don't even know. He just didn't even watch that. Ah, these, it's the kids at school and their older siblings.

david_1_10-17-2025_101109

Yep.

ian_1_10-17-2025_111109

Sorry, what was your Oh,

david_1_10-17-2025_101109

Hey, that,

ian_1_10-17-2025_111109

no, I did not bring it up. He's been into jokes. He wants jokes that he can take to school and share with his friends.

david_1_10-17-2025_101109

so you have to write jokes on the spot at the dinner table.

ian_1_10-17-2025_111109

One of his favorites is, why is the, why does the butterfly not like basketball?

david_1_10-17-2025_101109

Cause it's too heavy.

ian_1_10-17-2025_111109

Because he's scared of the net.

david_1_10-17-2025_101109

Ah,

ian_1_10-17-2025_111109

See, he likes that stuff.

david_1_10-17-2025_101109

that's good. That's

ian_1_10-17-2025_111109

more good

david_1_10-17-2025_101109

good.

ian_1_10-17-2025_111109

humor

david_1_10-17-2025_101109

Yes.

ian_1_10-17-2025_111109

like that.

david_1_10-17-2025_101109

So do you write your own stuff or do you do a little research? Get ready for dinner. Yep. Good man. Good Dad. He thinks you're a genius.

ian_1_10-17-2025_111109

He does.

david_1_10-17-2025_101109

It's amazing. I just wish you could be a fly on the wall, you know, listening to him tell the joke at school.

ian_1_10-17-2025_111109

I know that would be fun.

david_1_10-17-2025_101109

It would be fun.

ian_1_10-17-2025_111109

so loud at that stuff.

david_1_10-17-2025_101109

Too funny.

ian_1_10-17-2025_111109

I.

david_1_10-17-2025_101109

Well, if you, if you would let me, I'm gonna go ahead and highlight the supporter of this podcast, the Adaptive. Select ETF, which is listed on the New York Stock Exchange under ticker A DPV, which helps investors access to the most prevalent factors in markets, momentum and relative strength using proprietary identification methods. The adaptive Select ETF attempts to own the strongest 25 large cap stocks when the market is in an uptrend. And since not all market environments are the same, adaptive select seeks to prevent extended declines by moving to short-term treasury bills and cash. During long-term market, downtrends investors can find out more, including how to invest in A DPV by visiting ad pv etf.com or calling 1-833-880-FIVE 200. Investing involves risk, including possible loss of principle a dvs distributed by Quasar Distributors, LLC. You know, if we were a, if we were a, you know, true bonafide, and I think we are podcast, should we be doing the commercial at the beginning?

ian_1_10-17-2025_111109

We should,

david_1_10-17-2025_101109

I always think, I always think about that, but maybe our listeners appreciate that we save it.

ian_1_10-17-2025_111109

people before they get tired of listening to us.

david_1_10-17-2025_101109

That's right. But anything, anything else you wanna cover before we close this one down?

ian_1_10-17-2025_111109

No, I just want you to have a great weekend,

david_1_10-17-2025_101109

Oh, thanks man. I want you to have a great weekend too.

ian_1_10-17-2025_111109

you soccer,

david_1_10-17-2025_101109

Yep.

ian_1_10-17-2025_111109

traveling.

david_1_10-17-2025_101109

Down to Chicago for Ava. Should be, should be a good game. She's dealing with a, a, a bum ankle, so we'll see how, how she, how she can roll. But it'll be good.

ian_1_10-17-2025_111109

you playing the fibs.

david_1_10-17-2025_101109

That's,

ian_1_10-17-2025_111109

No

david_1_10-17-2025_101109

well,

ian_1_10-17-2025_111109

to our Illinois listeners.

david_1_10-17-2025_101109

not none at all. None at all. With that, we do ask our listeners to share. To this podcast with their friends and family and give us a high ranking of their choice. And Ian, great to be back on here again. I hope you come with a great joke to the table tonight. Thanks for doing this with me.

ian_1_10-17-2025_111109

Yeah, another, another week in the books. Have a great weekend everyone.