RH is down 18.75% over the past twelve months. Is it a buy?

Dave is testing a new crypto service.

Dave discusses the impact of the Ukrainian crises. 

In this mini episode I dive into the most recent and very important memo from Oaktree Capital Management's Co-Founder, Howard Marks on the irrational reasons most investors use to sell their positions. 

Link to the memo by Howard Marks talked about in this episode: https://www.oaktreecapital.com/insights/memo/selling-out

Given the drop in oil on Friday I created some positions I explain my thoughts as why and give a quick review of opening a crypto.com account.

Dave says buy NVIDIA on the back of their recent earnings report.

Dave asks if the new competition in the EV market is the end of Tesla’s phenomenal stock run.

Brandon talks about retail in 2022 and beyond and says buy companies like Cisco that are revolutionizing the retail landscape and gives a list of other companies to watch.

We dive in to Cisco’s Q2 earnings.

Dave gives an update on his calls on oil.

Brandon gives a small update on treasury interest rates and

Link to the retail study talked about in the show:

https://www2.deloitte.com/us/en/pages/consumer-business/articles/retail-distribution-industry-outlook.html?id=us:2el:3dp:wsjspon:awa:WSJCMO:2022:WSJFY22

Brandon says now is not the time for new investors to get involved in stocks and Dave disagrees.

What situations might arise from the trends of the yield curves, and what to take away from these possibilities.

How will this cycle end? Stagflation or a run of the mill recession?

Dave warns about the perils of getting into NFTs late in the game and talks about how NFTs have been investigated for security fraud.

Brandon says that by the end of the year, 90% of new investors will have lost money and that 75% of them will no longer exist in the market.

Brandon reiterates his warning on Robinhood and says divest all of your money from this company if you haven’t already.

How does gold react in an inflationary run?

$FB dropped 26% after earnings, representing the largest drop in market cap in US stock market history. Was it an over reaction?

Dave tells us how to play geopolitical uncertainties. 

Dave updates us on Intel’s and Tesla’s Q4 earnings.

Intel is building a plant in Ohio, what does this mean for their future earnings?

Are chips cyclical still?

Was the drop in Netflix an overreaction? A famous investor has put his money on the line and bought 3.1 million shares since Friday.

Will the fed raise rates 4 times this year? Will this cause a debt crises?

JP Morgan says the rise in interest rates will likely add 2.5 billion dollars in net interest income to their balance sheet. I think they’re understating this, as long as the yield curve does not start flattening.

Dave gives his thoughts on oil and calls out a few potential plays.

In this episode we talk about the new market environment and what's working, not working, and why. We discuss Netflix's drop, Microsoft's acquisition of Activision and why I think Take-Two could be another target. We also talk about Delta's earnings and P&G earnings.Also, Dave calls Tesla a buy and Brandon disagrees. 

Tickers mentioned in this episode: 

$TSLA, $DAL, $MSFT, $NFLX, $RH, $PG, and $RIG