Episode Details

In this episode:

• When it pays to be a contrarian [1:26]
• Why the manufacturing slowdown is actually a positive [5:11]
• A rant about retail "shrink" [8:08]
• Is NVDA a monopoly? [10:23]
• Proof AI is not in a bubble [14:17]
• NVDA is a better buy than MSFT or AAPL [19:40]
• This Friday's job data is critical for the Fed [20:17]
• An alternative to stocks for nervous investors [27:06]
• Some opportunities to look at as stocks fall [33:49]

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