Episode Details

In this episode:

• Why I felt like Warren Buffett on my Vancouver trip [2:48]
• My plan to help this left-for-dead sector [7:36]
• Tesla's Robotaxi vs. SpaceX's rocket landing [9:40]
• The best election outcome for stocks [25:28]
• How Polymarket is different from other polls [26:10]
• Big tech's transition to nuclear power [38:24]
• Why I'm not sold on this nuclear savior [41:33]
• What earnings say about a possible banking crisis [45:41]
• What ASML's plunge means for semiconductors [51:20]
• A screaming buy in the healthcare space [53:41]
• Our deal for accredited investors closes soon [57:25]

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