Episode Details
Back to EpisodesFSD: Unfinished Business?
Description
00:00 - Spring Updates and Market Volatility
00:56 - The Iran Negotiation Reality Check
02:32 - Shifting Goalposts and the Trump Oil Vision
03:39 - Inflation’s Return: From Airfare to Agriculture
04:44 - Defensive Positioning and Finding US Value
06:17 - Avoiding "Death by Cop" and Theme Exhaustion
07:39 - Ferrari, Nike, and the Brand Name Trap
08:25 - SpaceX, Tesla, and Tech Sector Shorts
09:59 - Berkshire Hathaway and High-Quality Insurance
11:32 - Breaking Free from Tribal Investing
12:36 - Strategic Maneuvers: Kharg Island and Centcom
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