About this podcast
Looking to dive deep into the markets? Join me and my buddy Dino as we break down what’s new, what's moving, and highlight key opportunities and risks, from short-term plays to long-term strategies
jbdino.substack.com
Episodes
- ETSY, Generac, & Estée Lauder Earnings Scorecards · 37 minAnalyzing Etsy, Generac, & Estée Lauder earnings reactions, amongst other things. Follow for More Deep Dives:Discord (FREE): https://discord.gg/J4YfpHYGpTwitter/X: JBandD⚠️…
- Survive the Euphoria, Win the Long Game · 54 minMarket rally, FOMO, surviving, charts, IBKR research tools. 👇 Follow for More Deep Dives:Discord (FREE): https://discord.gg/J4YfpHYGpTwitter/X: JBandD⚠️ Disclaimer:I am not a…
- BofA FMS and Big Tech Suckers Rally · 30 minVIX, market squeeze, BofA fund manager survey, amongst other things.👇 Follow for More Deep Dives:Discord (FREE): https://discord.gg/AWzxvdrYSXTwitter/X: JBandDSubstack (FREE)…
- Estée Lauder: What Wall Street is Missing · 5 minI break down the 5 contrarian signals to the initial investor reaction. 📈 You’ll Learn: • Puig deal = geographic pivot, not distraction • China rebound: $20T liquidity + 13%…
- Dow Jones Bearish Indicator TRIGGERED · 32 minBearish indicator, VIX analysis, etc... This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit…
- Technical Analysis: BABA, PYPL, Yen · 47 minDiscussing Alibaba, PayPal, Japanese Yen, put skew, and other things. Video link below This is a public episode. If you would like to discuss this with other subscribers or get…
- Yen and Market Update · 1 h 14 minJB and D's Market Sniffs Podcast, Sniffing for Golden Nuggets This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes…
- Mar-a-Lago Accord Behind the Scenes? · 18 minA deep dive into a potential speculative agreement that may be unfolding behind the scenes and its impact on equities and the Japanese yen. This is a public episode. If you…
- Taiwan Risk, VIX, No Dip Buys in a Recession, LATAM · 46 minIn today's episode, we discuss Taiwan risk, VIX positioning, LATAM opportunities, and other things. This is a public episode. If you would like to discuss this with other…
- Yen and Reverse Carry Trade · 60 minWe go into the carry trade, the US dollar, and other things. Video format below. This is a public episode. If you would like to discuss this with other subscribers or get access…
- Improvements for 2026 · 36 minGoing over what needs to be improved to have a better performance in 2026. This is a public episode. If you would like to discuss this with other subscribers or get access to…
- 2026: Repeat of 2025? · 1 h 4 minPredictions for 2026.Full Disclaimer- https://open.substack.com/pub/jbdino/p/full-disclaimer?utm_campaign=post-expanded-share&utm_medium=web This is a public episode. If you…
- Risk Appetite, Code Red, Sentiment · 45 minAll content, including but not limited to research, trade ideas, speculative scenarios, stock and options flow, technical charts, company valuations, market commentary, and other…
- FOMC, Oracle, Consumer Checkpoint · 24 minThis is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
- Healthcare—Recession Proof to Recession Sensitive? · 42 minThis is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
- Cash Out of Favour · 1 h 16 minDeep diving into investor positioning, similarities to last year, China, power grid, etc. This is a public episode. If you would like to discuss this with other subscribers or…
- Baba-bababanana & Protection · 17 minWhat’s going on with Alibaba, China, the EU, small caps, mid caps, and earnings season? This is a public episode. If you would like to discuss this with other subscribers or get…
- Nice to Meet You · 17 minIn this episode, I introduce myself and discuss what you can expect from this podcast, as well as who it may be for. I'll dig into the good stuff starting with the next episode…
