It’s Episode 128 and earnings season is upon us. Bank stocks came out with better-than-expected earnings which is good for stock prices. Tech stocks are still melting up. Is this melt-up going to continue? Can this rally sustain itself throughout the rest of the year? How should you position your portfolio? We're going to answer all those questions. And the economy, everyone's talking about it from hard landing to soft landing. Remarkable. They must have been listening to our podcast because we've talked about a soft landing for a long time. We're going to get into the weeds when it comes to the economy, what you should be thinking about right now.