Fear is the Mind Killer
Description
(03:21 ) Lumida Copilot AI App Launch
(04:32 ) The Revenge of Warren Buffett Theme
(05:28 ) Economic Outlook and Earnings Strength
(09:41 ) Why Fed Rate Cuts Are Just Theater
(14:33 ) Valuation Reset and Market Corrections
(22:40 ) Quality vs Momentum Investment Styles
(29:48 ) The Power of Operating Leverage
(30:16 ) S&P Global Bull and Bear Case
(31:06 ) ICE: High-Quality Dislocated Asset
(33:05 ) Consumer Discretionary and Market Psychology
(35:16 ) Software Stocks Getting Cheap from AI Fear
(47:35 ) Communication Sector Opportunities
(52:51 ) What We're Building and Future Events
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