Market Misbehavior Podcast
Market Misbehavior Podcast
Podcast Description
On the Market Misbehavior Podcast, host Dave Keller, CMT, keeps things real as he breaks down what’s moving the markets and why it matters to investors. With a genuine, down-to-earth approach, Dave chats with top investment experts about what they’re seeing in the markets and digs into the psychology that shapes our investing choices. It’s not just market talk—it’s about helping you understand the bigger picture and avoid common pitfalls. Whether you’re a seasoned investor or just market-curious, tune in for straightforward talks and friendly advice you can count on.
Podcast Insights
Content Themes
The podcast covers market trends, investment psychology, and risk management techniques, with episodes that include discussions on the Economic Modern Family, volatility analysis, and leadership themes for Q4, emphasizing actionable insights for both seasoned investors and novices.
On the Market Misbehavior Podcast, host Dave Keller, CMT, keeps things real as he breaks down what’s moving the markets and why it matters to investors. With a genuine, down-to-earth approach, Dave chats with top investment experts about what they’re seeing in the markets and digs into the psychology that shapes our investing choices. It’s not just market talk—it’s about helping you understand the bigger picture and avoid common pitfalls. Whether you’re a seasoned investor or just market-curious, tune in for straightforward discussions and actionable tips for upgrading your investing game.
In this episode of the Market Misbehavior podcast, Dave is joined by Lindsey Bell, Chief Investment Strategist at 248 Ventures.
We dig into one of the most important themes for investors in 2026: why earnings still matter more than headlines. Lindsey explains how market narratives around AI, inflation, and geopolitics can distract from the evidence that really drives long-term returns—revenue growth, margins, productivity, and consumer behavior. We also explore the rotation from AI producers to AI users, why consumer staples are quietly improving, and how logistics, transportation, and selected retail names may be telling a stronger story than many investors realize. Recorded 3/5/26.
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The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice.
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