Frank Mottek discusses the latest market trends and geopolitical events with top-ranked money manager Ken Winans. They dive into the impact of the Iran situation on the economy, with Ken sharing his thoughts on the potential for a recession and bear market. They also discuss the upcoming earnings season, tax implications, and the importance of being prepared for the unexpected. Additionally, Ken shares his insights on the defense and aerospace sectors, and the potential for AI and crypto to be volatile in the coming months.