The stock market is finally reacting to headwinds, look to WalMart as a bellwether (4:30). What does higher for longer actually mean for companies and their debt (8:15)? Nvidia rallied off its earnings report (17:45). Geopolitical risks are weighing heavily on semiconductors and the supply chain (19:15). The sun is setting for the Bank of Japan (24:00). We’re getting constructive and looking at some names that you could make a trade on today (27:15). After the break, Danny is joined by the Seawolf Capital boys, Porter Collins and Vincent Daniel another edition of “What Are We Doing?”. Junk moves are still happening in the market which continues to leave the guys scratching their heads (36:45). How are the guys playing the current macro environment (41:15)? The banks are offering practically no returns on savings accounts (50:20). Energy sector update, is nat gas nearing a bottom (53:15)? Fundamentals are starting to take over a beleaguered market (56:30).

Check out our show notes and transcript here

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