Constrained Capital CIO and Founder Mark Neuman joins Caroline Woods to discuss the Constrained Capital ESG Orphans ETF (ORFN). He talks about some industrials in the ETF which include fossil fuels, nuclear energy, and gaming. He then goes over some of its top holdings such as Exxon Mobil (XOM), Philip Morris (PM), and Raytheon (RTX). He also notes the chances energy could outperform again in 2023, highlighting the Select Sector SPDR Trust Energy ETF (XLE). Finally, he goes over the outlook for the market in 2023. Tune in to find out more about the stock market today.