ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Episode 276: Deja Vu"
Episode Synopsis
In this week's episode, David Zarling and Ian McMillan discuss market breadth and participation, areas of healthcare that have been holding up well, like biotech and pharmaceuticals. They also discuss whether the leadership from large cap tech and semiconductors is over, how software is at an interesting level, Michael Burry closing his fund, Bitcoin, and an update on fixed income.
More episodes of the podcast The Weekly Trend
Episode 275: Thin Ice
07/11/2025
Episode 274: Trick or Treat
01/11/2025
Episode 273: Orphan Annie
24/10/2025
Episode 272: Pan Out
17/10/2025
Episode 271: Handshakes
11/10/2025
Episode 270: Fall Ball
03/10/2025
Episode 269: Hanging Out
26/09/2025
Episode 268: Riding Trends
19/09/2025
Episode 267: All Over The Place
05/09/2025
Episode 266: Time for Fall?
29/08/2025
In God we trust