The Contrarian Investor Podcast Causes for Optimism in 2022, With Ryan Worch
Dec 21, 2021
32:28
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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).
- Website: WorchCapital.com;
- Twitter: @WorchCapital.