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 (https://jbdino.substack.com?utm_medium=podcast)
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
1 May 2026
ETSY, Generac, & Estée Lauder Earnings Scorecards
Analyzing Etsy, Generac, & Estée Lauder earnings reactions, amongst other things. Follow for More Deep Dives:Discord (FREE): https://discord.gg/J4YfpHYGpTwitter/X: JBandD⚠️ Disclaimer: I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
24 Apr 2026
Survive the Euphoria, Win the Long Game
Market 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 financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
16 Apr 2026
BofA FMS and Big Tech Suckers Rally
VIX, market squeeze, BofA fund manager survey, amongst other things.👇 Follow for More Deep Dives:Discord (FREE): https://discord.gg/AWzxvdrYSXTwitter/X: JBandDSubstack (FREE): jbandd⚠️ Disclaimer:I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
27 Mar 2026
Estée Lauder: What Wall Street is Missing
I 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% growth
• $124T wealth transfer to women
• Turnaround proof: margins up, cash flow surging
• Why record pessimism = maximum opportunity
👇 Follow for More Deep Dives:
• Discord (FREE): https://discord.gg/JUE8nAVyq
• Twitter/X: JBandD
• Substack (FREE): jbandd
⚠️ Disclaimer:
I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
17 Mar 2026
Dow Jones Bearish Indicator TRIGGERED
Bearish 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 jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
9 Mar 2026
Technical Analysis: BABA, PYPL, Yen
Discussing 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 access to bonus episodes, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
24 Jan 2026
Yen and Market Update
JB 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, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
22 Jan 2026
Mar-a-Lago Accord Behind the Scenes?
A 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 would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
14 Jan 2026
Taiwan Risk, VIX, No Dip Buys in a Recession, LATAM
In 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 subscribers or get access to bonus episodes, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
5 Jan 2026
Yen and Reverse Carry Trade
We 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 to bonus episodes, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
2 Jan 2026
Improvements for 2026
Going 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 bonus episodes, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
25 Dec 2025
2026: Repeat of 2025?
Predictions for 2026.Full Disclaimer- https://open.substack.com/pub/jbdino/p/full-disclaimer?utm_campaign=post-expanded-share&utm_medium=web (https://open.substack.com/pub/jbdino/p/full-disclaimer?utm_campaign=post-expanded-share&utm_medium=web)
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
18 Dec 2025
Risk Appetite, Code Red, Sentiment
All content, including but not limited to research, trade ideas, speculative scenarios, stock and options flow, technical charts, company valuations, market commentary, and other materials, is provided for informational, educational, and entertainment purposes only. This content does not constitute investment advice or financial advice. Everything I share is opinion only.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
11 Dec 2025
FOMC, Oracle, Consumer Checkpoint
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
9 Dec 2025
Healthcare—Recession Proof to Recession Sensitive?
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
3 Dec 2025
Cash Out of Favour
Deep 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 get access to bonus episodes, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
27 Jul 2025
Baba-bababanana & Protection
What’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 access to bonus episodes, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
14 Jul 2025
Nice to Meet You
In 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. Thank you.JB&D’s Substack- https://jbdino.substack.com/ (https://jbdino.substack.com/)
JB&D’s X- https://x.com/JBandDino (https://x.com/JBandDino)
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com (https://jbdino.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
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Apple Podcasts (US)
5.0 / 5
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