In this episode:
- When it pays to be a contrarian [1:26]
- Why the manufacturing slowdown is actually a positive [5:11]
- A rant about retail "shrink" [8:08]
- Is NVDA a monopoly? [10:23]
- Proof AI is not in a bubble [14:17]
- NVDA is a better buy than MSFT or AAPL [19:40]
- This Friday’s job data is critical for the Fed [20:17]
- An alternative to stocks for nervous investors [27:06]
- Some opportunities to look at as stocks fall [33:49]
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