This week on The Big Skinny, Lou Basenese welcomes Jonathan Faison, a veteran biotech investor who knows how to turn breakthroughs into profits. Together they explore the capital rotation into biotech, the key signals of a lasting rebound, and the investing framework for spotting early-stage winners before the crowd. Plus, Lou’s diving into the ridiculous calls for a recession, a still contrarian take on Alphabet ($GOOGL), why Big Tech promises to keep powering higher and why it’s a bad idea to bet against the energy sector.