Episode Details

In this episode:

• Stay cool in this crazy market [1:26]
• Trump must dial back his tariff policy [4:03]
• Nvidia's $5.5B charge is only the beginning… [10:09]
• This sector is uninvestable amid Trump's tariffs [16:42]
• What's up with United Airlines' two sets of guidance? [24:44]
• This AI company is in a league of its own [32:22]
• Powell or Bessent: Who will blink first? [38:15]
• Has the market bottomed? [42:06]
• Curzio One: Another incredible private placement [46:24]

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