In the 12th episode of Investing With The Whales, I interview Ron Insana, a CNBC contributor and Co-CEO of Contrast Capital Partners.

Follow Ron Insana on Twitter at https://twitter.com/rinsana.

Topics discussed: Contrast Capital, ETF product, CNBC, earnings, macro, Fed, inflation, CPI, the housing market, FOMC, Jerome Powell, recession, money supply, S&P 500, bear market, long-term investing, SVB / Silvergate, the US issues beyond the Fed, reset of the economy, labor market, layoffs and understaffing, post-pandemic world, black swan event, commodities, China, global trade, cash.