What If This is Goldilocks?

What If This is Goldilocks?

Update: 2025-10-25
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(00:38 ) How Investors Are Feeling Right Now
(04:50 ) What Bank Earnings Tell Us About the Economy
(07:07 ) Smart Moves in Today’s Market
(10:18 ) What’s Happening in Energy
(13:01 ) Why Small Caps Are Back in Focus
(18:52 ) Policy Shifts to Watch Next
(29:35 ) Inside Figma’s Valuation and VC Returns
(31:55 ) The Rise of Defense Stocks
(33:23 ) The Natural Gas Comeback
(36:21 ) Using AI to Sharpen Investment Strategies
(42:37 ) How AI Is Reshaping Software Companies
(47:10 ) Hidden Opportunities in Financials and Insurance
(52:27 ) Wrap-Up


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What If This is Goldilocks?

What If This is Goldilocks?

Justin Guilder