Simon discusses the twin headwinds of the Ukraine crisis and potentially more aggressive Fed action and how to think both in terms of portfolio positioning. He then highlights some myths of investing that he knows to be true but are easy to lose sight of in volatile conditions. Vasilios comes on to present the case for both DIS and FISV as great long-term growth stories. Companies mentioned in this episode include V. DIS, FISV, T, NFLX, MA, AFRM, and SQ.