(00:32) Headlines
- Opportunity and volatility
- AMD, Nvidia, and sharing
- AI and SaaS
(07:57) Newest Recommendations
- A high-flying space stock
- A fast-driving automaker
(20:17) What We Think Now
- The Trade Desk
- On Holding
- Lemonade
- Vertex Pharmaceuticals
(38:06) What We're Watching
- Market valuations and inflation
- Evolution of live entertainment
(41:10) Preview of Coming Attractions
- SA Team RB recommendation
- Monthly rankings
- Bonus episode
Host: Brian Stoffel
Guests: Emily Flippen, Asit Sharma
Producer: Mac Greer
Engineer: Austin Morgan
