In the 75th episode of The Market Misbehavior Podcast, host Dave Keller sits down with Mike Dickson, Head of Research & Quantitative Strategies at Horizon Investments, for a deep dive on benchmarks, factor models, and why the path of returns matters as much as the destination. Drawing on his journey from academia to portfolio management, Mike explains how to translate elegant backtests into resilient, real-world strategies—especially in an era when the top 10 names dominate the S&P 50...

In the 74th episode of The Market Misbehavior Podcast, host Dave Keller sits down with Jonathan Hoenig, founder of Capitalist Pig Asset Management, for a wide-ranging discussion on markets, discipline, and the enduring importance of price. Recorded live at the MoneyShow Orlando, the conversation traces Jonathan’s career from the trading pits of the Chicago Board of Trade to his evolution as a portfolio manager and advocate for price-based, technically driven investing. Recorded 10/16/25. Jo...

In the 73rd episode of the Market Misbehavior podcast, Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, joins Dave Keller to share her perspective on U.S. markets, global policy shifts, and the delicate balance between long-term fundamentals and short-term volatility. Recorded live at the MoneyShow Orlando, Alicia explains why she still views the U.S. economy as exceptional, not vulnerable—and why investors shouldn’t fear new highs. We discuss her transition from academi...

In the 72nd episode of the Market Misbehavior podcast, former health-insurance exec Vibha Jha shares how she taught herself to invest, posted triple-digit returns, and topped the U.S. Investing Championship leaderboard—three separate years. We dig into her rules for buying, selling, handling earnings season, and using tools like follow-through days and the 21-day EMA. If you’ve ever wondered how to marry fundamentals with technicals (à la Peter Lynch + William O’Neil), this one’s a masterclas...

In the 71st episode of the Market Misbehavior podcast, Dave speaks with Tom Atkinson, Co-founder of FX Evolution. Tom shares hard-won lessons on risk management (including how he caps sector exposure), scaling into winners, avoiding FOMO, and using market cycles and macro “pillars” (population, innovation, debt) to stay on the right side of big trends in 2025. Recorded 10/13/25. You can learn more about Tom's work at https://www.fxevolution.com/ and check out his daily show at htt...

In the 70th episode of the Market Misbehavior podcast, Dave speaking with Simon Ree, Founder of The Tao of Trading. Simon discusses how martial arts training has helped him become a more mindful trader, how he uses moving average ribbon techniques to define market trends, warning signs he's looking for in Q4 after the incredible run higher for stocks, and how he coaches traders to use the options market to manage risk. Recorded 10/9/25. You can learn more about Simon's work at ht...

In the 69th episode of the Market Misbehavior podcast, Dave catches up with Mary Ellen McGonagle, Founder and President of MEM Investment Research. Mary Ellen discusses her formative years as an institutional investor, lessons learned working with legendary investor William O'Neil, a new phase for the AI trade, strategies for playing overextended charts, and the biggest risks for equities in Q4. Recorded 9/25/25. You can learn more about Mary Ellen's work at https://meminvestment...

In the 68th episode of the Market Misbehavior podcast, Dave catches up with Frank Cappelleri, CMT, Founder & President of CappThesis. Franks address the S&P 500 index becoming overbought, the relationship between the S&P 500 and Bitcoin, top trend following indicators and techniques, how Darvis boxes help understand the pace of an uptrend, and strategies based on trendline breaks. Recorded 9/23/25. You can follow Frank's work at https://cappthesis.com/ and https://x.c...

In the 67th episode of the Market Misbehavior podcast, Dave speaks with Peter Krull, Founder and Director of Sustainable Investing at Earth Equity Advisors. Pete discusses lessons learned over two decades running sustainable portfolios, what investors should consider when evaluating ESG and SRI funds, "greenwashing" and the challenges of analyzing sustainability factors for companies, the impact of AI on ESG portfolios, and the future of sustainable investing. Recorded 9/18/25. Y...

In the 66th episode of the Market Misbehavior podcast, Dave speaks with Ian Reynolds, Director of Suberia Capital. Ian discusses lessons learned as a market maker in London, the evolution of market structure and technology, managing the mental game of trading, upside for Bitcoin, inflection points for the US Dollar, and why investors need to pay attention to gold. Recorded 9/9/25. You can learn more about Ian's work at https://suberia.capital/ and sign up for his newsletter here ...

In the 65th episode of the Market Misbehavior podcast, Dave checks in with Larry Tentarelli, Editor of the Blue Chip Daily Trend Report. Larry describes his process for scaling in and out of positions, shares lessons learned from early days as a Merrill Lynch broker, describes how technical analysis and trend following tools completely changed his understanding of the markets, and breaks down his latest market observations for the S&P 500, technology, financials, industrials, and go...

In the 64th episode of the Market Misbehavior podcast, Dave checks in with Jeffrey Huge, CMT, Founder of JWH Investments and editor of the Huge Insights newsletter. Jeff highlights the strength in precious metals and cryptocurrencies in 2025, addresses high valuations and extended leverage readings, concerning divergences in momentum and breadth indicators, and applies Elliott Wave techniques to identify potential downside targets for the S&P 500. Recorded 8/5/25. You can lea...

In the 63rd episode of the Market Misbehavior podcast, Dave speaks with John Kosar and Jack Kosar of Asbury Research. John and Jack talk about the dangers of market forecasting, why focusing on the evidence can lead to consistent performance, using technical models to better assess market conditions, and how to differentiate short-term pullbacks from more painful corrections. Recorded 7/31/25. You can learn more about John and Jack's work at Asbury Research at https://www.asburyresearc...

In the 62nd episode of the Market Misbehavior podcast, Dave checks in with Callum Thomas, Founder and Head of Research at Top Down Charts. Callum discusses his investment process, how he uses technical analysis concepts to analyze trends and inflection points in macroeconomic data, the importance of risk management for individual investors, seasonality for the S&P 500 and the VIX, how to make sense of high valuations in 2025, and why the Fed should be raising and not lowering rates ...

In the 61st episode of the Market Misbehavior podcast, Dave speaks with Bob Pisani, legendary CNBC Senior Markets Correspondent and author of "Shut Up and Keep Talking." Bob shares insights from 30 years on the floor of the New York Stock Exchange, the balance between skill and luck for investing, the evolution of retail trading, the importance of behavioral economics, why baby boomers struggle with their portfolios, and Jack Bogle's four essential rules for investors. Recorded 7/...

In the 60th episode of the Market Misbehavior podcast, Dave speaks with Adam Koos, President of Libertas Wealth Management. Adam discussed early days as a financial advisor, how the introduction to technical analysis and the CMT Association helped him improve his investment approach, tips and tricks to manage the emotional side of investing, and how he uses charts to enrich relationships and have more meaningful discussions with his clients. Recorded 7/22/25. You can learn more a...

In the 59th episode of the Market Misbehavior podcast, Dave speaks with Mike Singleton, Senior Analyst and Principal at Invictus Research. Mike discusses three key factors he uses to help understand the macroeconomic environment, a rotation from a hawkish to more dovish Fed, the message of narrow credit spreads, upside for Bitcoin, the impact of the weaker US Dollar, and the most important chart he uses every trading day. Recorded 7/15/25. You can learn more about Mike's work at ...

In the 58th episode of the Market Misbehavior podcast, Dave checks in with Adrian Zduńczyk, Founder of The ₿irb Nest. Adrian explains how he uses technical analysis tools to analyze cryptocurrencies, the expansion in Bitcoin ETFs and increased adoption for crypto-related products, using on-chain data to track sentiment shifts, and what his groundbreaking work on Bitcoin seasonality with Jeff Hirsch tells him about Bitcoin opportunities in the coming months. Recorded 7/10/25. 🎓 Tak...

In the 57th episode of the Market Misbehavior podcast, Dave speaks with Victor Haghani, Founder & Chief Investment Officer at Elm Wealth. Victor shares his personal experiences as a founding partner of Long Term Capital Management, the importance of probabilistic thinking, results from his famous coin flipping experiment, why bet sizing is the things most investors get horribly wrong, and other insights from his book "The Missing Billionaires: A Guide to Better Financial Decisions."...

In the 56th episode of the Market Misbehavior podcast, Dave talks investing strategies with Mike Webster, Senior Market Strategist at IBD. Mike shares lessons learned from working with the great William O'Neil, how he developed the IBD Composite Rating and IBD Stock Checkup, what risk management means in 2025, how he identifies compelling ideas for IBD Swing Trader, and best practices for combining fundamental and technical analysis techniques. Recorded 6/26/25. Check out Mike's ...