In this episode, Lou Basenese welcomes his friend and the ever-charismatic Chief Market Strategist at Slatestone Wealth, Kenny Polcari. Together, they explore the implications of the S&P 500's recent "death cross" and why investors should be cautious about chasing seemingly attractive stocks based solely on P/E ratios. To end on a positive note, they share compelling statistics and stock picks not named Nvidia (NVDA) that are poised to benefit from the semiconductor boom.