Avsnitt
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00:00 Introduction
02:00 Why Investing Is So Difficult
06:41 Google Is a Secular Short
07:40 Viral Conspiracies Against Google
15:58 Misinformation About Netflix
20:30 Fail Of The Weeks: President Trump & Trial Attorneys
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00:00 Introduction
02:00 ASML Earnings Reaction
10:00 Netflix Earnings Tomorrow
11:50 JP Morgan & The Banks
12:20 Buffett Reveals He Bought Google
Fail Of The Week: Kalshi & New York City
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Saknas det avsnitt?
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00:00 The Growth of Momentum Investing
19:00 How Buffett Comapres To Terry Smith
29:00 Starbucks Is Building Their Own Software
32:00 Fail Of The Week: AI Cheating In School
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00:00 Market Dynamics & 9 Stocks
28:36 Tom Lee On July Strength
31:00 Fail Of The Week: Michael Saylor
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00:00 Jeremy Grantham Predictions
18:20 Zuckerberg Talks About Meta's Spend
33:40 Fail Of The Week: Polen Capital Collapse
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00:00 The AI Trade Is Cracking
07:36 Netflix At 52 Week Low
17:00 Meta Sell-Off Continues
23:40 Fail Of The Week: JP Morgan Community Manager
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00:00 Introduction
02:00 The Market Is Focused on AI
13:40 Why Uber & DoorDash
25:00 Google's Stock Goes Down Today
29:00 Fail Of The Week: Polymarket
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Why Meta is my biggest single bet today.
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00:00 Intro
02:00 Portfolio Update
10:00 SpaceX IPO Reaction
22:39 Fail Of The Week: Anthropic Self-Inflicted Wounds
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00:00 Intro
02:00 11 Top Undervalued Stocks To Buy
18:26 ASML's Dominance Continues
25:00 Social Reckoning Movie Trailer
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00:00 Overview
02:00 The Market Is Getting More Volatile
08:00 Steve Eisman's Bearish Take
19:48 Meta Rumored Equity Raise
22:00 Fail Of The Week: Sam Bankman-Fried
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0:00 Intro
02:00 Google's Strategic Reason For Record Dilution
26:09 Tom Lee Explains Next 3 Year Bull Run
19:00 YouTubers Are Taking Over Hollywood
32:33 Fail Of The Week: Andrew Left Guilty Of Stock Market Manipulation
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In a market obsessed with artificial intelligence, this episode follows the race to separate the real winners from the temporary hype.
0:00 AI winners, losers, and the investing roadmap
2:21 Phase 1: The AI scarcity boom
5:31 Why today’s AI winners may not stay winners
7:00 ASML, Nvidia, and durable supply-chain advantages
9:04 The danger of assuming cyclicals are no longer cyclical
11:13 Phase 3: Hyperscalers take control
16:09 Software stocks: AI disruption or rerating opportunity?
20:06 How I’m positioning my portfolio
23:13 Ferrari’s EV and the risk to the brand
27:29 Fail of the week: Colbert, late-night TV, and YouTube disruption
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00:00 SpaceX Incredible IPO
15:20 Nvidia's Amazing Earnings Report
16:17 Why I'm Selling Intuit
21:25 Fail Of The Week: Trevor Noah on Quarterly Reports
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00:00 Episode Overview
00:50 Chris Hohn Sells Microsoft and Buys Google
08:54 Bill Ackman Buys Microsoft and Sells Google
13:40 Dev Kantesaria Is Down -20% This Year
17:00 Berkshire Sells a LOT of Holdings
19:03 Terry Smith's Recent Performance Is Horrible
21:40 Pat Dorsey Is Buying Uber
23:30 Alta Rock Portfolio Bets Big On Amazon
24:15 Brad Gersner Bets Big on AI
25:00 Chuck Akre's Fund Will Struggle
26:40 Fail Of The Week: Waymo
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00:00 Episode Overview
02:00 Google As An Example
06:11 Amazon
11:22 Uber
15:20 DoorDash
18:03 Shopify
20:32 Meta
24:58 Broadcom
29:03 Mercado Libre
31:50 Game Stop Rejection
33:57 Fail Of The Week: Texas vs Netflix
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00:00 Episode Overview
01:20 Why Chris Hohn Is Selling
17:48 Chris Hohn Has Been Wrong Before
24:57 Texas Roadhouse Bull Case
28:23 Fail Of The Week: Prediction Markets
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00:00 Episode Overview
01:45 The "Culture" Problem
07:37 Brad Gerstner On AI Landscape
15:22 Dario's vs Jensen
21:20 Ackman On Zuckerberg
31:05 Fail Of The Week: NY Mayor vs Ken Griffin
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00:00 Episode Overview
06:45 Meta
10:10 Visa & Mastercard
11:57 Microsoft
13:52 Buffett on The Market Today
18:59 Fail Of The Week: Ryan Cohen
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00:00 Episode Overview
02:00 Google Earnings
19:58 Meta Earnings
30:59 Amazon Earnings
40:34 Fail Of The Week: Blue vs Red
- Visa fler
