Virtually Live: 12 March 2026 - The Rivkin Report

In this week’s show

00:36 – Q1: What do you think about the valuations of the big miners? I’m wary of a correction and concerned that the large caps have a lot of downside.

06:51 – Q2: With Trump talking about the war almost being over, is it time to go back into stocks? Which sectors would you target?

12:21 – Q3: I saw that several big tech companies announced significant job cuts. Is this the canary in the coalmine for the impact on employment from AI?

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