(01:22) Insights from JD Rockefeller's Letters
(05:30) Reflections on American Competitiveness
(07:42) Iran–Israel Conflict Analysis
(14:13) Sector-Specific Market Insights
(18:21) The Promise of Stablecoins
(20:23) AI and Shifts in the Search Market
(21:25) Earnings Estimates and Market Trends
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