Expect earnings to disappoint on lower margins, says Brain Seay. He discusses what to expect when earnings season begins. He talks about how higher interest rates and yield curve normalization will help drive profitability in regional banks. He then goes over how manufacturing construction has taken off in the last 18 months. He mentions how industrial stocks can be recession-proof. Finally, he goes over his stock picks which include Rockwell Automation (ROK), U.S. Bancorp (USB), and Truist (TFC). Tune in to find out more about the stock market today.