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‘Options Mike’ on the Coming Year-End Rally for Stocks (Szn 4, Ep. 33)

Published December 1, 2022

This podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win.

Michael Pisani, aka Options Mike, joins the podcast to discuss why he’s anticipating a year-end rally in stocks. 

Content Highlights

  • It’s been a tough year for stocks and risk assets. That may be about to change (2:10);
  • Jerome Powell and the Fed have twice this year fooled markets into anticipating a pivot. But something has changed and the FOMC is no longer unanimous with its hawkishness (4:04);
  • There is still a lot of cash still on the sidelines (6:46);
  • Specific areas of the market Pisani likes here. And specific stocks, primarily Ford (F) and to a lesser extent General Motors (GM), both as longterm plays (11:42);
  • Another stock he’s bullish on: Snowflake (SNOW) and several that are candidates to go to zero (12:33);
  • An easy contrarian play: ARK Innovation ETF (ARKK). Yes, really (15:46);
  • Pisani’s take on cryptos (18:31);
  • Background on the guest (23:44).

More on Options Mike

Not intended as investment advice.

Video Highlights From Our YouTube Channel

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Contrarian Calls Revisited: Tobias Carlisle’s Bearish COVID Outlook in March 2020

Published February 23, 2022

Aquirers Fund founder Tobias Carlisle said the market was underestimating the impact of COVID-19 and made a case for value investing and his preferred shorts in a March 2020 episode, recorded on Feb. 26.

Carlisle said he could see “the market get hammered again” later in the year and that unlike other public health scares, COVID-19 had an impact on supply chains. 

“I think it’s very likely that we see material weakness all year long due to coronavirus,” he said at the time.

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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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