David Miller stays bullish on equities despite rising rates, pointing to 5%+ GDP growth and mid-teens earnings growth as reasons to prefer stocks over bonds. He calls the "SaaS apocalypse" narrative silly, noting companies like Intuit (INTU), Wix (WIX), and HubSpot (HUBS) have high margins, strong free cash flow, and big buybacks. Miller also remains long-term bullish on gold and favors insider buying as a signal of confidence.