Having said often that he believes "software will eat the world," Vijay Marolia, chief investment officer at Regal Point Capital, discusses how last week's software sell-off isn't changing his view, and is putting some attractive companies on sale. Speaking of sales, he weighs in on the "Sell America" sentiment that is widespread in global markets right now, and what it is saying for the dollar, Treasury yields and equity markets. And when it comes to stock markets this year, in a surprise, it has been the Dow Jones Industrial Average — and not the Nasdaq Composite or the Standard & Poor's 500 — leading the way; he talks about what that means for the market moving forward.

With jobs and inflation data on tap for this week — and the stock market coming off a big downturn in software stocks — Vijay Marolia discusses investors' nerves and how some might be letting headlines get in the way of good long-term buying opportunities, particularly if the market keeps putting software on sale. Marolia, chief investment officer at Regal Point Capital and and the founder of Dharma Investing, also discusses the ongoing battle between betting sites and prediction markets and whether young companies that advertise during the Super Bowl are showing a potential for future troubles.

Just as silver and gold reached record highs last week, volatility spiked after Kevin Warsh was announced as the nominee to become the next Federal Reserve chairman. Vijay Marolia, chief investment officer at Regal Point Capital, discusses what was behind the spike in volatility and why investors should ignore it, but he also looks at winners and losers among four Big Tech stocks that recently announced earnings and why he's looking past the quarterly numbers. Plus, Elon Musk is considering a deal that would merge his SpaceX with xAI, another of his companies, well before he was planning to launch SpaceX in a huge IPO. Marolia says the strange deal isn't so weird after all.