Episode Details

Rate cuts this summer? … China trade talks… Disney (DIS) finally made some smart choices… Is Uber (UBER) a buy? … What caused the plunge in healthcare? … Buy this AI stock on any pullback… And Bitcoin will hit $200k.

In this episode:

• Highlights from my boots-on-the-ground research trip [1:17]
• Will we see rate cuts this summer? [9:10]
• What to expect from China trade talks [15:12]
• Is China finally a buy? [18:12]
• Disney is finally making some smart business moves [22:41]
• Should you buy Uber on its pullback? [34:46]
• What caused the plunge in the healthcare sector? [38:32]
• This AI stock is a buy on any pullback [43:03]
• Bitcoin will push past $200k—here's why [49:15]
• How to play the crypto bull market [53:51]

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