On today’s episode we review the State of the Market, Shorts Squeezed, Web2 Earnings, Organic Growth, Men’s Health, Final Trades, and more.
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Chapters:
High Growth Squeezed Shorts (6:08)
Lemonade, Freshly Squeezed (9:00)
Reference Point Bias (11:13)
Underweight Equities, Overweight Bonds (12:53)
AI Hype (15:15)
Free Time via AI (19:55)
Social Media Serves a Purpose (20:40)
The Irony of Technology (24:59)
Web2 Giants Report Earnings (27:25)
Testosterone (34:40)
Buddha Did Not Need an App (41:10)
Ideas of the Week (42:45)
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Links:
Featured Photo 1 — JC’s Freshly Squeezed stocks
Featured Photo 2 — Overweight Bonds // Underweight Equities
Men’s Health Article — The Testosterone Revolution Is Coming to Your Doorstep
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