Press "Enter" to skip to content

Season 2, Episode 38: Buckle Up, The Bull Market is Just Getting Started

With Ryan Worch, Worch Capital

Thank you to the sponsor of this episode, Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber.

Ryan Worch of Worch Capital joins the podcast to discuss his views that even after the massive post-COVID rally in stocks, the bull market is just getting started.

Content Sections

  • The most appropriate historical parallel from a price-pattern standpoint may be 1999 and the massive “tech melt-up” that ended in 2000 (3:21);
  • “We believe the market is in this secular bull market — for various reasons,” particularly monetary easing. This should “supercharge” a move higher, much as in 1999 (5:35);
  • The similarities and differences between now and the late 1990s (8:40);
  • The Fed is “completely transparent these days.” They will be forced to raise rates at some point, but the markets may not stop rallying for a while (12:21);
  • Current excesses are nothing compared to those of the late 1990s. People are still spooked by what happened (16:44);
  • Background on the guest (22:06);
  • How he started his fund in 2008 (26:39);
  • How Worch Capital was able to avoid the February-March correction this year (28:54);
  • Why he still likes growth, and which sectors (34:54).

For More Information on the Guest

Quick Highlights From Our YouTube Channel