This podcast episode was released to premium subscribers -- without ads or announcements -- on April 19, 2022. To become a premium subscriber and take advantage of a host of other benefits, go here or visit our Substack. Edward Olanow, portfolio manager and director of investment solutions at Weiss Multi-Strategy Advisers, joins the podcast to supply a surprisingly bullish outlook on the economy and on certain segments of the stock market. Content Highlights Reasons for optimism: Given the Fed and external shocks, GDP remains high and there is still a backlog of orders and millions of unfilled jobs (3:15); The Fed's talk about 0.75% interest rate hikes is "just jawboning" (5:33); The era of 'buy & hold' is over; investors need to be more nimble (8:25); The house view at Weiss is that Nasdaq stocks will have a tougher time than other segments of the market (10:40); The war in Ukraine: in all likelihood risks are localized at present, judging by gold and energy prices (14:25); Background on the guest (18:40); What are dispersion trades and how do they work? (20:34); Why this may be a good time for this strategy -- and a 'turning point' for alternatives managers in general (26:27); Where all this leaves fixed income and the bond market: Fixed-income is less forward-looking than people think... (29:55); What Olanow and Weiss monitor for inflation (32:31); For More Information: LinkedIn; Twitter: @WeissMultiStrat.