Episode Details

Daniel and I kick things off by discussing the recent market volatility. While the quickness of the pullback is surprising… investors should expect the large market swings to continue. [1:45]

But market pullbacks create opportunities… and I'm seeing way more value in small caps than in large caps. [4:50]

Fed Chair Jerome Powell is holding a press conference later today following the January Fed meeting. Here's what I think he'll say about rate hikes and inflation. [8:00]

This week, Wisconsin Sen. Ron Johnson (R) held a hearing called COVID-19: A Second Opinion. Daniel and I share what stood out to us about the hearing… how it broke the mainstream narrative… and why the takeaway is bullish for the markets. [11:05]

As economies move past Omicron, Daniel names a few sectors he's researching… and a stock that will benefit as interest rates and inflation continue higher. [19:35]

Microsoft (MSFT) just reported its latest earnings. I highlight the results… and why we're entering a stock picker's market. [27:45]

Volatility isn't just in stocks but cryptocurrencies, as well—the price of Bitcoin has fallen about 40% from its all-time high just a couple months ago. But former Goldman Sachs CEO Lloyd Blankfein is still bullish on crypto… Daniel and I break down his recent comments. [30:50]

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