"Powell was super nervous in the last meeting and I see the Fed cutting 25 basis points in March," says Steven E. Orr. He highlights that the "Trump tariff spook is also weighing on Europe, and they will continue to cut." He also talks about how A.I. is leading the way with tech stocks. Finally, he goes over his stock picks IBM Corp. (IBM), Netflix (NFLX), Walt Disney (DIS), and Intuitive Surgical (ISRG).