(00:38) How Investors Are Feeling Right Now
(04:50) What Bank Earnings Tell Us About the Economy
(07:07) Smart Moves in Today’s Market
(10:18) What’s Happening in Energy
(13:01) Why Small Caps Are Back in Focus
(18:52) Policy Shifts to Watch Next
(29:35) Inside Figma’s Valuation and VC Returns
(31:55) The Rise of Defense Stocks
(33:23) The Natural Gas Comeback
(36:21) Using AI to Sharpen Investment Strategies
(42:37) How AI Is Reshaping Software Companies
(47:10) Hidden Opportunities in Financials and Insurance
(52:27) Wrap-Up
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