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Pessimism’s Return, Trump 2.0 Opportunities, With Phil Pecsok, Anacapa Advisors (Szn, 7, Epsd 4)

Podcast episode cover art featuring Phil Pecsok

Phil Pecsok of Anacapa Advisors rejoins the podcast to discuss the return of pessimism to the market and the economic and market repercussions of Trump’s various policies.

This podcast episode was recorded in two segments, the second on Feb. 24 with the express purpose of discussing with the then-nascent sell-off and Nvidia (NVDA) earnings. More information is available here.

This podcast deviates from the usual format by including the guest’s first-hand account of the LA wildfires. This admittedly has only limited relation to investing, but was kept mostly intact for human interest reasons. Listeners can skip past these segments, identified below.

For more on the guest and his firm, visit the website AnacapaAdvisors.com.

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