The NASDAQ "was a balloon looking for a pin," the US is a "heroin addict" withdrawing from cheap money, and tariffs will NOT create "the next Great Depression." Those are the thoughts of Erik Renander, former hedge fund PM and author of the YWR Substack, who joins Maggie Lake on Talking Markets today. He shares why he thinks now is the time to be focusing on opportunities not problems, and where exactly he sees plenty of 'em.Read Erik's work here: https://www.ywr.world/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.