Hosts Tom and Tony welcomed researcher Kai to discuss a deceptively volatile week where Friday's weak jobs report sent VIX to 20 and boosted Fed rate cut expectations to 92%, yet major indices ended essentially unchanged. Google dominated headlines with its antitrust victory driving an 11% weekly gain worth more than Netflix, Disney, Intel, and IBM combined. The precious metals rally continued with gold hitting new all-time highs while the gold-silver ratio dropped to 88 from previous highs above 100. Hardware and AI stocks led gainers (WDC up 12%, AVGO, MU up 11%) while Lululemon crashed 16% on earnings disappointment. Tom expressed strong negative sentiment toward Lululemon's management while considering potential trades in Google and bonds. Upcoming week features CPI/PPI data Wednesday-Thursday and earnings from Oracle (Tuesday) and Adobe (Friday), with Tom emphasizing the importance of intraday opportunities despite low overall implied volatility.