(00:26) Market Overview and New Developments
(01:05) Stablecoins and the Circle IPO
(10:14) Consumer Finance and Emerging Trends
(24:08) Sector Analysis and What Lies Ahead
(27:03) TSM Valuation and Market Movement
(27:54) Netflix, Industrials, and Other Sectors
(30:13) Elon Musk and Trump Feud
(37:09) Canada’s Shifting Economic Landscape
(40:36) US Debt and Productivity Growth
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