In this episode we discuss the results of the FOMC meeting, what Federal Reserve Chairman Jerome Powell had to say, and what it means for the markets. 

Dave and Brandon both talk about some stocks they think you can start legging into now. 

Brandon is bullish on, municipal bonds??????!

-Chinese stocks continue to get beaten down.

-GE had a so/so earnings report, we dive in to whether or not the turnaround is still intact. 

-Microsoft and Alphabet reported today as the show was being recorded. We give our immediate thoughts.

-Netflix stopped bleeding subscribers. We dive into the earnings report.

-Brandon and Dave highlight some buying opportunities. 

-We dive into a CFRA report on housing data. 

-Dave is bullish on Tesla, Brandon is on the fence. 

-Accenture offers an interesting buying opportunity, though it is especially recession sensitive. 

-Cracks are starting to show in the economy, but how much lower can the S&P go?

-Which companies are poised to benefit from a potential 80% demand increase for semiconductors by 2030? What about the geopolitical risks coming from China and Taiwan? 

-Dave gives an update on Boeing 

-Are individual investors, or "retail" investors, the new "Intelligent Investors"?

Will automakers be able to meet the demand created by the California EV mandate by 2035? What about battery makers? Charging companies? What about the infrastructure?

Brandon mentions a potential global financial contagion within pension funds, but still buys Disney

Dave talks about his watchlist and what he's waiting to buy, and discusses why he's waiting

Article mentioned in this show:

Pension Strategy Left Funds Vulnerable to Rate Increases - WSJ

Ford's stock took a massive hit after warning that there was an unexpected 1 billion dollar hit to profits stemming from supply chain disruptions. Is now the time to buy?

With a crowded consumer staples space now trading at historically high multiples, Brandon gets creative with new ways to make money off of rising rates while the Federal Reserve offloads 95 billion dollars a month of it's assets. 

Disney plans on combining Hulu and Disney +.

Nordstrom is fighting off a potential hostile takeover from El Puerto de Liverpool SAB. What this means for shareholders and why Brandon says stay away for now. 

As mentioned on the show: check here for a list of inverse bond etfs: Inverse Bond ETF List (etfdb.com)

and Inverse Bond ETFs: The Best 3 in Rising Interest Rate Environment Post-Pandemic - ETFHead

Cathy Wood has had Elon Musk and Bond King Jeffrey Gundlach join her chorus of voices warning about the risks of deflation. 

The CPI and the PPI numbers are out, what are they and what do they mean?

KKR is partnering with Securitize to release a fund to the market via Blockchain. The tokenized equity is one of the first of it's kind. 

A railroad strike is about to commence as the National Carriers Conference Commitee and two labor unions have failed to reach a deal. This could bottle neck supply chains for containers, oil, hazardous waste, and even water treatment chemicals such as chlorine. 

Boeing just signed a deal to help make Poland have the 2nd largest military helicopter fleet in the world. Will Russia respond? 

Dave and Brandon are ready with some plays.

Just days after OPEC + announced that they are cutting oil supply, oil has hit multi month lows. Why? Where will oil go from here?

Apple was set to partner with Globalstar to provide satelite services to their phones. But now Elon Musk has brought Starlink into the fray.

Tickers mentioned in this episode: $GSAT, $XLE, $SLB, $XOM, $COP, $CRWD

Dave finds a potential bull market making a comeback in one sector. 

Dave discusses his opinion on Nvidia and the government banning certain chip sales to China. 

Brandon tells you why he DID NOT buy Paramount Global, even after last week's spotlight, and what he'd rather buy instead. 

Dave sees inflation making a short-term comeback and both hosts talk about what trades could be made as a result. 

Tickers mentioned this episode: $PARAA, $PARA, $OXY, $DIS, $NVDA

Brandon gives his thoughts on Dollar General, along with a few interesting facts

Berkshire Hathaway recently disclosed that in the last quarter they purchased more of Activision, Paramount Global, and Ally Financial. 

Dave gives his thoughts on Nvidia, Brandon disagrees slightly.

Could we be heading toward a "balance sheet" recession?

Tickers mentioned this episode: $DG, $PARA, $ATVI, $ALLY, $DLTR