The Fed pivot and China reopening are in sight, yet there are ongoing recession worries, says Ryan Myers. He discusses when the Fed could pivot in 2023. He notes that it is important to find more defensive business models with structural advantages. He also talks about how the market will continue to prefer value stocks as rates remain elevated for some time. He then goes over his international stock picks which include Finvolution (FINV), Pilbara Minerals (PLS AU), and Sankyo (6417 JP). Tune in to find out more about the stock market today.