Asks about recent tech pullbacks and whether it's a buy-the-dip situation.
Host
Noah Hamman
Tech valuations high, risk coming off table broadly (crypto down 25% YTD, Mag7 down 7% YTD), but long-term tech growth remains strong.
Asks what specific tech to buy on dips, noting Nasdaq down three weeks.
Host
Noah Hamman
Focus on hardware (chips) and industrial 'picks and shovels' like HVAC (up 20% YTD) rather than software (down 20%). Expects lower rates this year, helping cost of capital and small caps.
Asks about Fed outlook, citing Goldman Sachs view that Fed on hold until June with improved GDP.
Host
Noah Hamman
With new Fed chair, lower rates probably coming, which will be great for equity markets.
Notes oil up 5.5% week, above $66, asks for thoughts.
Host
Noah Hamman
Commodities (gold, silver, oil) have seen higher prices; oil strength due to Middle East tensions and tough winter; expects volatility but commodities adding value to portfolios.
Asks about resilient consumer, citing Walmart CEO comments.
Host
Noah Hamman
Consumer strength relies on high credit card debt; lower rates later will help with debt payments. Consumer strength key, likely leading to lower rates. Warns of Middle East and tariff decisions as market risks.
Asks about crypto strategy given Bitcoin volatility.
Host
Noah Hamman
Likes crypto (Bitcoin/Ethereum); looks at fundamentals like wallet usage and company infrastructure investment; sees it as good long-term opportunity with appropriate risk sizing.