Zaid

Welcome back to the Rundown, interview edition.

Today, we are talking to a returning guest, Jason Ware.

Jason is the Chief Investment Officer at Albion Financial.

And in today's episode, we take a look back at Q1 and discuss the state of the markets heading into Q2.

We covered a lot of topics on today's episode, including the Iran war, oil prices, the software sell-off, and why Jason is still bullish on big tech going forward.

I think you guys will really enjoy this one, so let's get into it.

Jason Ware, welcome back to the rundown.

Of course, man.

You're a returning guest.

And the last time we talked, I was just looking back at it.

It was Christmas Eve of 2025, end of Q4.

And I feel like that was forever ago because back then the markets were at all-time highs.

Everything was more jolly.

Now the vibes are a little bit different, I would say.

Obviously, there's the war going on.

Oil prices at four-year highs.

Tech stocks getting wrecked every day.

But yet...

the S and P is like within 3% of all time highs.

So really weird market dynamics right now.