Podcast appearances and mentions of dorsey wright

In this episode of Stuff About Money They Didn't Teach You in School, Erik Garcia is joined by Miles Clark, Senior Analyst at Nasdaq Dorsey Wright, to explore a simple but important question: what's better—time in the market or timing the market? The conversation opens with a long-term look at how markets have behaved over multi-decade periods and what that data can teach investors when they're deciding what to do with new money, especially when markets are sitting at or near all-time highs. From there, Erik and Miles walk through three common investor approaches: investing a lump sum right away, waiting for a pullback, or easing in over time. They discuss which experiences tend to lead to better long-term outcomes and why those results often surprise people. The conversation also touches on momentum, relative strength, and market breadth, including what it means when market leadership becomes narrow and valuations stretch. The episode wraps up with Miles' thoughts on what matters most heading into 2026, what investors tend to worry about too much, and what deserves more attention moving forward. If you found this episode helpful, follow the show and share it with someone who's still waiting for the “right” time to invest. Episode Highlights: Miles discusses a study showing "Average Joe," who invests $500 monthly regardless of market conditions, outperforms market timers by about $1 million. (07:25) Miles breaks down market breadth through a football analogy: it tells investors whether the market is on offense or defense. (13:20) Miles mentions that in core-dominated markets, the real risk isn't beating the benchmark but simply keeping up with it. (18:55) Miles discusses how Dorsey Wright applies relative strength to identify which assets to hold, focusing on sustained trends rather than short-term news. (22:45) Miles explains how momentum investing rotated out of tech in 2022 into energy and utilities, then back into tech for 2023-2024. (29:30) Erik emphasizes that risk capacity matters more than risk tolerance, which is often driven by emotions about current market conditions. (36:25) Key Quotes: "We don't necessarily have to focus on protecting against the entire market washout. We really just need to protect ourselves against where we're over-concentrated in our portfolios." - Miles Clark "In core-dominated markets, a lot of the risk is actually just not keeping up with the benchmark because it is so strong." - Miles Clark "Finding and earning positive relative strength is just trying to pick those assets that are doing relatively better towards the up or downside than their benchmark." - Miles Clark Resources Mentioned: Miles Clark Nasdaq Dorsey Wright Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

In this episode of Stuff About Money They Didn't Teach You in School, Erik Garcia is joined by Miles Clark, Senior Analyst at Nasdaq Dorsey Wright, to explore a simple but important question: what's better—time in the market or timing the market? The conversation opens with a long-term look at how markets have behaved over multi-decade periods and what that data can teach investors when they're deciding what to do with new money, especially when markets are sitting at or near all-time highs. From there, Erik and Miles walk through three common investor approaches: investing a lump sum right away, waiting for a pullback, or easing in over time. They discuss which experiences tend to lead to better long-term outcomes and why those results often surprise people. The conversation also touches on momentum, relative strength, and market breadth, including what it means when market leadership becomes narrow and valuations stretch. The episode wraps up with Miles' thoughts on what matters most heading into 2026, what investors tend to worry about too much, and what deserves more attention moving forward. If you found this episode helpful, follow the show and share it with someone who's still waiting for the “right” time to invest. Episode Highlights: Miles discusses a study showing "Average Joe," who invests $500 monthly regardless of market conditions, outperforms market timers by about $1 million. (07:25) Miles breaks down market breadth through a football analogy: it tells investors whether the market is on offense or defense. (13:20) Miles mentions that in core-dominated markets, the real risk isn't beating the benchmark but simply keeping up with it. (18:55) Miles discusses how Dorsey Wright applies relative strength to identify which assets to hold, focusing on sustained trends rather than short-term news. (22:45) Miles explains how momentum investing rotated out of tech in 2022 into energy and utilities, then back into tech for 2023-2024. (29:30) Erik emphasizes that risk capacity matters more than risk tolerance, which is often driven by emotions about current market conditions. (36:25) Key Quotes: "We don't necessarily have to focus on protecting against the entire market washout. We really just need to protect ourselves against where we're over-concentrated in our portfolios." - Miles Clark "In core-dominated markets, a lot of the risk is actually just not keeping up with the benchmark because it is so strong." - Miles Clark "Finding and earning positive relative strength is just trying to pick those assets that are doing relatively better towards the up or downside than their benchmark." - Miles Clark Resources Mentioned: Miles Clark Nasdaq Dorsey Wright Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

This week, we review the technical pictures of major stocks around earnings, and highlight our new Trade Efficiency tool on our Models page.

It's the dog days of summer, but the market hasn't gone to sleep. Robert Curtiss welcomes back frequent guest Miles Clark from Dorsey Wright for a timely conversation on where we are and where we might be headed.  From all-time market highs to yellow-flag participation levels, this episode dives into the realities behind performance, volatility, … Read More Read More

This week, we discuss pullbacks for major technology stocks, declining long-term technology participation, and dispersion in retail names.

This week, we discuss rate prospects for 2025, cap vs. equal weighted returns, and recent sector movement.

This week, Ian and Joseph discuss the state of the S&P 500, the US Dollar, and Participation for major markets around all-time highs.

This week, join David and Miles to discuss a backoff of stock participation off all time highs, the start of earnings season and a handful of airline stocks moving higher to start Q3..

This week, we discuss the best & worst performing stocks through June, new equity all-time highs, copper breaking out, and international equity score improvement.

This week, we discuss new all-time highs from the Nasdaq-100, growth stocks, two semiconductors, and the decoupling of the international equity/crude oil relationship.

This week, we discuss changes to our asset class rankings, gold, weakness from the US Dollar, defense stocks breaking out, and technical updates to large cap growth.

This week, we discuss recent chart updates for Ten Year Treasuries, Mega Cap US Stocks, Emerging Markets, Silver vs. Gold, and Crude Oil.

This week, discuss a breakdown from the US Dollar, rally highs for Poland, breadth in small caps, and near highs for the Nasdaq-100

This week, Miles and Joseph discuss improvement from semiconductors, a recent RS reversal for cap weighted stocks vs. equal weighted, and rangebound action from crude oil.

What do market recoveries, pilot training, and emotional discipline have in common?  In volatile times, they all remind us that trusting your instruments and your process can make all the difference. In this quarterly market check-in, host Robert Curtiss, CFP®, welcomes back recurring guest Miles Clark of Dorsey Wright to unpack what's happening beneath the … Read More Read More

This week, Ian and Jamie discuss the trading ranges from stocks, treasury yields, crude oil, and gold in the current market environment.

This week, Miles and David discuss US equities regaining the top position in our asset class rankings, alongside other important indicator changes.

This week, Miles and Trevor discuss emerging markets breaking out, growth improvement vs. value, and the small-cap rally.

This week, Ian and Miles discuss the indecisiveness of markets, highlighting some major indicators and charts.

This week, Miles and Joseph discuss the recent bounce in equities and offer perspective on heightened volatility levels.

This month on Hey, Did You See This One?, we're celebrating Jason's birthday with No Themes, Just Friends! No set genres, no restrictions—just great movies and great guests. Next up, for episode 180, we're throwing it back to the gritty streets of 1979 with The Warriors, joined by our good friends Graeme Pass and Jenny Johnson.Get ready for baseball bats, subway brawls, and iconic lines (“Warriors… come out to play!”) as we dive deep into Walter Hill's cult classic. We're breaking down the chaos, the style, and the legacy of this gangland odyssey—plus all the fun facts, behind-the-scenes stories, and way too many impressions.Don't forget to like, subscribe, and jump into the comments—because this birthday month is all about good vibes and even better movies. Can you dig it?WE HAVE MERCH - https://www.redbubble.com/people/HDYSTMerch/shop?asc=u & http://tee.pub/lic/GdSYxr8bhtYStarring: Michael Beck, James Remar, Deborah Van Valkenburgh, Marcelino Sánchez, David Harris, Tom McKitterick, Brian Tyler, Dorsey Wright, Terry Michos, David Patrick Kelly, Roger Hill, Edward Sewer & Lynne ThigpenDirected By: Walter HillSynopsis: A turf battle between New York City street gangs that rages from Coney Island to the Bronx. The Warriors are mistakenly fingered for the killing of a gang leader. Soon they have every gang in the city out to get revenge and they must make their way across the city to their own turf.Watch LIVE at: https://www.twitch.tv/heydidyouseethisone every Thursday at 8 PM ESTA PROUD MEMBER OF THE UNITED FEDERATION OF PODCASTSCheck us out online at: https://www.ufpodcasts.com/We use White Bat Audio – a user that creates DMCA free music for podcasters and YouTubers. Please follow at: https://www.youtube.com/@WhiteBatAudioAudio version of the show: Spotify - https://podcasters.spotify.com/pod/show/heydidyouseethisone Apple Podcasts - https://podcasts.apple.com/us/podcast/hey-did-you-see-this-one/id1712934175YouTube Audio Podcast: https://youtube.com/playlist?list=PLD6BOSx2RcKuP4TogMPKXRMCxqfh5k9IU&si=umIaVrghJdJEu2ARMain Intro and Outro Themes created by Josh Howard - remixes by Jacob Hiltz & Jake ThurgoodLogo created by Jeff Robinson#TheWarriors #MoviePodcast #CultClassic #HeyDidYouSeeThisOne #NoThemesJustFriends

This week, Miles and David discuss increasing uncertainty across US equity markets.

This week, John Lewis, Senior PM at NDW joins Ian Saunders to discuss the wild week of market action. The conversation highlights specific support/resistance levels to monitor and reviews their favorite indicators.

This week, Ian Saunders and Miles Clark discuss sharp downside from domestic equities and highlight specific trends to monitor as we head into the second quarter.

This week, Ian Saunders and Jamie West review movement outside of domestic equities and highlight specific areas of momentum.

This week, Ian Saunders and Jamie West discuss this week's Fed decision and the volatile state of global equity markets

This week, David and Miles discuss the sharp pullback across domestic equities and what indicators they are monitoring moving forward.

This week, Ian is joined by Portfolio Manager Chuck Fuller for a discussion on market declines and indicators to monitor.

This week, Ian and Joseph discuss sharp downside movement from high momentum names and indicators to watch moving forward.

This week, Ian and Miles discuss the weakening US Dollar alongside improvement from international equities and commodities.

This week, Miles and Joseph talk about buffered ETFs and the downside of capping your upside.

This week, Ian and Miles discuss price reactions from tariff headlines, capturing international equity momentum, and review some recent model updates.

This week, Ian Saunders and David Clark discuss the sharp movement across domestic equities this week and some surprising improvement in market breadth.

This week, David and Miles discuss new all-time highs across domestic equity indices and behavioral tendencies around continuous improvement.

This week, Miles and Jamie discuss the rising US Dollar and changes to asset class relative strength.

This week, Ian is joined by John Lewis, Senior Portfolio Manager and Head of Research at Nasdaq Dorsey Wright. The discussion includes insight from John on how to construct momentum strategies in addition to what areas of the market are in focus to start 2025.

This week, Ian and Miles discuss the most viewed charts from 2024 and content from our latest Quarterly Report

This week, Ian is joined by Chuck Fuller, NDW Portfolio Manager, for a disucssion on market participation and what to look toward in 2025.

This week, Ian and Miles discuss consistancy from cap-weighted benchmarks, historical Santa Claus rallies, and sector improvers.

This week, Ian and David discuss improving market breath and some recent changes to our domestic equity sector rankings.

This week, Ian and Miles discuss recent research articles, including how to put new money to work, and a recent breakout for momentum indicators.

This week, David and Miles discuss the potential for normalization after extreme market movement.

This week, Ian and Joseph discuss winners and losers in the market following the surprise election results.

This week, Ian and Miles discuss major events going on this week, including the presidential election, market seasonality, and earnings.

This week, Ian is joined by Brendan Ahern, CIO at KraneShares, for a discussion on China.

This week, Miles and David discuss the objective view offered by technical analysis and review recent market movement.

This week, Ian and Miles discuss portions of our latest quarterly review, Nasdaq Dorsey Wright's Weight of the Evidence following Q3.

This week, Ian and Miles discuss recent travels, all-time highs for equities, and reasons to sell stocks.

In this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, BFA™, ChFC®, welcomes Ian Saunders, Senior Research Analyst for Nasdaq Dorsey Wright. They explore the world of Relative Strength, also known as Momentum Investing. Ian draws a compelling analogy to March Madness, highlighting that top seeds have an 80% chance of winning their games, similar to how strong investments are identified.  Throughout the discussion, Ian explains what Relative Strength is and how it differs from other strategies. He shares insights into the metrics used for measurement, optimal time frames for assessment, and the process of identifying promising investments. They also explore the advantages and limitations of this strategy, its performance in various market conditions, and the impact of AI on analysis methods. Gain valuable insights into how Relative Strength can enhance your investment decisions. Episode Highlights: Ian shares about his experience with Dorsey Wright and the evolution of the firm, especially after its acquisition by Nasdaq. (01:36) Ian discusses what he wishes he knew about money earlier, highlighting the importance of understanding technical analysis alongside fundamentals. (03:24) Ian explains the concept of relative strength (momentum) investing. (07:17) Ian discusses the practical application of relative strength investing in creating portfolios. (10:44) Ian outlines the main advantages of relative strength investing, such as its objectivity and systematic nature, which help remove emotional biases from investment decisions. (18:28) Ian addresses the limitations of relative strength investing, particularly during market conditions where discernible trends are lacking. (22:44) Ian shares his comments on the current market environment and how relative strength strategies have adapted to recent market challenges and opportunities. (24:24) Ian speculates on the potential impacts of artificial intelligence on investment strategies, emphasizing how AI might speed up data processing without fundamentally changing decision-making processes. (33:18) Key Quotes: “Our approach is a little bit different because it looks at these relative strength comparisons to identify which areas have the best momentum.” - Ian Saunders “Relative Strength Investing, RSI, is essentially taking the price movement of two things and see which one wins that game right now.” - Ian Saunders Resources Mentioned: Ian Saunders Nasdaq Dorsey Wright Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

In this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, BFA™, ChFC®, welcomes Ian Saunders, Senior Research Analyst for Nasdaq Dorsey Wright. They explore the world of Relative Strength, also known as Momentum Investing. Ian draws a compelling analogy to March Madness, highlighting that top seeds have an 80% chance of winning their games, similar to how strong investments are identified.  Throughout the discussion, Ian explains what Relative Strength is and how it differs from other strategies. He shares insights into the metrics used for measurement, optimal time frames for assessment, and the process of identifying promising investments. They also explore the advantages and limitations of this strategy, its performance in various market conditions, and the impact of AI on analysis methods. Gain valuable insights into how Relative Strength can enhance your investment decisions. Episode Highlights: Ian shares about his experience with Dorsey Wright and the evolution of the firm, especially after its acquisition by Nasdaq. (01:36) Ian discusses what he wishes he knew about money earlier, highlighting the importance of understanding technical analysis alongside fundamentals. (03:24) Ian explains the concept of relative strength (momentum) investing. (07:17) Ian discusses the practical application of relative strength investing in creating portfolios. (10:44) Ian outlines the main advantages of relative strength investing, such as its objectivity and systematic nature, which help remove emotional biases from investment decisions. (18:28) Ian addresses the limitations of relative strength investing, particularly during market conditions where discernible trends are lacking. (22:44) Ian shares his comments on the current market environment and how relative strength strategies have adapted to recent market challenges and opportunities. (24:24) Ian speculates on the potential impacts of artificial intelligence on investment strategies, emphasizing how AI might speed up data processing without fundamentally changing decision-making processes. (33:18) Key Quotes: “Our approach is a little bit different because it looks at these relative strength comparisons to identify which areas have the best momentum.” - Ian Saunders “Relative Strength Investing, RSI, is essentially taking the price movement of two things and see which one wins that game right now.” - Ian Saunders Resources Mentioned: Ian Saunders Nasdaq Dorsey Wright Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors