00:00 - The Non-Consensus Rally & Performance Chase
01:10 - Identifying Opportunities in Quality Names
01:45 - Homebuilders and Geopolitical Cycles
02:30 - Software Capitulation & The Re-Grossing Phase
03:30 - Private Credit Exposure & Bank Stability
06:10 - Centcom Strategy & The New Geopolitical Equilibrium
10:30 - The AI Trade: Anthropic, Claude, and Dislocated Sectors
12:40 - Investing in the Face of Inflation
13:50 - The Uncorrelated Conference & Puerto Rico Opportunities
15:15 - Disrupting Robinhood: The Future of AI-Native Investing
18:30 - Building a Moat Through Community & Human Connection
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