Causes for Optimism in 2022, With Ryan Worch
This podcast episode was recorded on Dec. 15 and released to premium subscribers that same day without ads or announcements. To become a premium subscriber and take advantage of this benefit and a host of other services (including the Daily Contrarian briefing and podcast released each market day morning) go to ContrarianPod.substack.com or Contrarian.Supercast.tech to subscribe. There is a special 40% year-end discount on new memberships through Dec. 31! Ryan Worch of Worch Capital rejoins the podcast to provide his outlook on stocks for 2022. Spoiler alert: He’s bullish. With certain qualifications. Worch mentions specific securities in the latter half of the episode. Nothing here is intended as investment advice. Content Highlights Worch’s contrarian call: We’re still in a secular bull market (4:14); Underneath the surface there has been “some very real destruction in the speculative part of the markets.” Why this is happening (6:05); Is there any hopes for the Cathie Wood names, meme stocks, cryptos, and NFTs? (9:25); Many people are bearish. Too many (15:33); How Worch Capital is positioning its portfolio and some favorite names (20:45); A brief discussion about inflation (28:09). More Information on the Guest Website: WorchCapital.com; Twitter: @WorchCapital.