I start this episode with the World Baseball Classic, sharing my excitement over the matchups, bottom-of-the-food chain umpires, and memories of playing Nintendo Baseball.
Then I get into the stock market, talk about the "Mag 7's" underperformance, the shift from growth to value, and how and why energy & materials are leading YTD, while tech & financials are struggling.
I also tell you how long it takes to get over an ex, discuss the impact of the Iranian conflict on oil prices and inflation, the idea of passion as a way to success, the 2026 Oscars, seeing Jesse Jackson in Poland, and much more.
