We joined CNBC’s Power Lunch on Tuesday, January 4 to discuss:

  • How Fed policy is driving investors out of speculative stocks
  • Wall Street EPS overstate true EPS more than anytime in the last decade
  • Top picks: Microsoft (MSFT) and Royal Dutch Shell (RDS.A)
Watch the Interview

This article originally published on January 7, 2022.

Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, sector, style, or theme.

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