Trish Regan and Rob Hordon discuss:
A stock pick idea from the Inflation Protection Model Portfolio that aligns with the electrification theme. AI and related technology trends are changing the world, and there are indirect ways to profit from this without bearing the risk of overextended valuations.
The regulatory and market dynamics that drove Bitcoin through $70k, and how growth investors dumped a crypto fund and turned it into one of the greatest value investing opportunities in recent memory.
Biden’s proposed State of the Union speech tax hikes and the GOP’s strategic blunder of a response.
Group-think, Ukraine, Taiwan and more…
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