Stocks are lower, oil is surging, and volatility is spiking — Joe Tigay of the Rational Equity Armor Fund reveals where smart investors are finding opportunity and how to profit from the chaos.
00:00 Introduction
00:33 Geopolitical Shock or Something Bigger
01:41 Impact of $100 Oil on Markets
02:58 Stagflation Risk Outlook
04:10 What the VIX Is Signaling
05:31 Buying the Dip Strategy
06:49 Why Alphabet and Palantir
08:12 Tech Rotation Outlook
09:00 AI Companies Taking Big Risks
09:42 OpenAI Investment
10:07 Will This Shock Fade
11:33 Rapid Fire Round: This or That
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