In this episode:
- Why I felt like Warren Buffett on my Vancouver trip [2:48]
- My plan to help this left-for-dead sector [7:36]
- Tesla's Robotaxi vs. SpaceX's rocket landing [9:40]
- The best election outcome for stocks [25:28]
- How Polymarket is different from other polls [26:10]
- Big tech's transition to nuclear power [38:24]
- Why I'm not sold on this nuclear savior [41:33]
- What earnings say about a possible banking crisis [45:41]
- What ASML's plunge means for semiconductors [51:20]
- A screaming buy in the healthcare space [53:41]
- Our deal for accredited investors closes soon [57:25]
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