Amid the growing possibility of war between Ukraine and Russia, American investors are getting increasingly nervous... But in this week's podcast, portfolio manager Adam Johnson, founder of BullsEyeBrief.com, tells Trish that the "markets can manage Putin – it's Jerome Powell they really need to worry about."

Adam looks at the parallels between Europe's challenges now and what happened when Crimea was annexed in 2014, and concludes that the increased volatility in U.S. equities is a real opportunity for long-term value investors.

Adam also walks Trish through the sectors and stocks he likes the most – everything from green energy to traditional energy to biotech. And he says tech companies "have been overly beaten down."

Listen to the full episode for the names and tickers of the stocks that Adam believes are poised for success right now.

You can follow Adam on Twitter at @AJInsight and Trish @Trish_Regan.