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Tag: Ryan Worch

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

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

With Ryan Worch, Worch Capital

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).
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