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Month: December 2021

Szn 3, Ep. 29: Causes for Optimism in 2022, with Ryan Worch

Published December 21, 2021

Ryan Worch of Worch Capital rejoins the podcast to provide his outlook on stocks for 2022. Spoiler alert: He’s bullish. With certain qualifications. Worch mentions specific securities in the latter half of the episode.

Nothing here is intended as investment advice.

Content Highlights

  • Worch’s contrarian call: We’re still in a secular bull market (4:14);
  • Underneath the surface there has been “some very real destruction in the speculative part of the markets.” Why this is happening (6:05);
  • Is there any hopes for the Cathie Wood names, meme stocks, cryptos, and NFTs? (9:25);
  • Many people are bearish. Too many (15:33);
  • How Worch Capital is positioning its portfolio and some favorite names (20:45);
  • A brief discussion about inflation (28:09).
MoreSzn 3, Ep. 29: Causes for Optimism in 2022, with Ryan Worch
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Szn 3, Ep. 28: The Market Doesn’t Care About Omicron or Inflation

Published December 6, 2021

With Enrique Abeyta, Empire Financial Research

This episode uses mature language. Discretion is advised for listeners that may be sensitive to this type of thing.

Enrique Abeyta of Empire Financial Research rejoins the podcast to discuss his views on the omicron strain of Covid-19 and inflation, and share his excitement about the metaverse.

Meta, the company formerly known as Facebook, could become the world’s first $5 trillion enterprise.

Not intended as investment advice. 

Content Highlights

  • The market didn’t go down because of omicron or because of what the Fed chair said. What caused the selling instead (5:09);
  • Omicron is not the first Covid strain. It won’t be the last. Society and the economy have been able to deal with the variants (6:28);
  • Inflation is another boogey man (8:10);
  • The spike in the VIX is more noteworthy — and a bullish indicator for stocks (12:39);
  • What about gold? (16:56);
  • The metaverse: It’s already here. People just don’t realize it yet (24:07);
  • Meta, the stock formerly known as Facebook, is as good a way as any to profit from these developments (27:29);
  • Oil and gas “could go to the moon” (39:52).

More Information on the Guest

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