AAP Podcast #36 – Jawboning with Sarge Guilfolye

This week, Chris Versace welcomes AAP team member Stephen “Sarge” Guilfoyle to the podcast and the two cover a number of topics, including their past collaborative efforts at TheStreet. The conversation gets underway with Sarge’s background as a hybrid between fundamentals and technical analysis, and he explains how he leverages those viewpoints. The two then discuss target prices, pivots, and panic points, including when to use them, before moving on to topics that include the Fed, the rangebound stock market, whether a recession is likely, and areas of increasing interest for both of them in the stock market. They cap the conversation with thoughts on Big Tech stocks and why they may or may not be revisiting one or two of them. Along the way, several stocks are discussed, including ones in the defense and banking sectors as well as cybersecurity.