Simon Erickson, CEO of 7investing, rejoins the show to talk about rate hikes, recession fears and what that means for stocks. Rather than doom and gloom, he’s bringing fundamental analysis to find opportunities, competitive advantages and value in balance sheets. Erickson also talks about the semiconductor stock including ASML (ASML), Taiwan Semiconductor (TSM), Advanced Micro Devices (AMD) and a possible comeback for Intel (INTC). For the video version, visit investors.com/podcast.

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