Today I had the pleasure of talking to Lawrence Fuller. He is a veteran investor of 25 years, fellow contributor and Investing Group Leader on Seeking Alpha.

Lawrence is very knowledgeable when it comes to macro and fundamental investing, and we had a great conversation about the current Fed policy, the outlook for inflation and growth and (lack of) potential for a recession.

We also talked at length about one of Lawrence's high-conviction stocks, Gannett (GCI), which experienced a lot of volatility surrounding the recent earnings.

Follow Larence here: https://seekingalpha.com/author/lawrence-fuller
Follow me here: https://seekingalpha.com/author/the-digital-trend

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01:30 Fed Policy: Have we paused?
07:30 Good and Bad macro indicators
09:20 We are not in a Recession
14:00 Regional Banks; It’s a liquidity crisis
15:10 Positioning for a bull market
19:00 Time to buy the banks?
22:00 Gannett (GCI)
32:25 Price Target for GCI
38:30 Lawrence’s background and investment style
46:28 Thoughts on Crypto
53:00 Where to follow Lawrence

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