Just a fun interview talking about my favorite areas of the market. While I like big banks stocks - they are really an example of large and small firms beat up from inflation pressure, but great long term prospects going forward. Do you want to invest going forward, beyond the current bear market towards firms that need evermore cash to keep the doors open, or firms that already make money today, pay dividends, and can survive and thrive from overall higher rates and higher inflation than the last 10 years? I say the latter.