Episode Details

I (Daniel) am behind the mic this week as Frank conducts some boots-on-the-ground research into some of his latest ideas.

Microsoft (MSFT) is buying gaming giant Activision Blizzard (ATVI) for around $70 billion. I highlight some details around the merger… Microsoft CEO Satya Nadella's incredible deal-making track record… and how this deal sets up Microsoft to become a massive player in the metaverse trend. [1:35]

And Microsoft isn't alone… The world's largest companies are all investing heavily in the metaverse. In fact, Frank just released his 2022 Consumer Electronics Show (CES) watchlist, which includes several stocks set to benefit from this massive growth trend over the coming years. [15:40]

I explain why MSFT is a great long-term investment… and why I see a potential arbitrage opportunity in ATVI right now. [16:45]

As inflation continues to move higher, so does crude oil—it just hit a seven-year high. I break down the current geopolitical risks to the sector… why investors should brace for oil prices to continue rising… and a few names set to profit from higher crude prices. [19:24]

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