Timeline of major topics:

00:00: Buying and selling. Market review.
04:00: SOFI “They got their charter.” It’s underpriced.
19:50: You can't maximize everything.
20:20: Microsoft (MSFT), Bing
26:00: Generac (GNRC)
28:40: “Experts” on CNBC vs. reading, betting and arguing.
32:20: How to value companies.
33:15: Generac, investing in the future.
36:20: Value stocks.
38:40: Labor costs, a big pressure for years.
40:00: Disney. Florida's economy is based on Disney. And Ron DeSantis is pissing them off. Will be interesting.
57:30: The Federal Reserve, unemployment, inflation, banking system.
60:15: Maximum employment, labor force, stay-at-home moms, childcare costs.
65:30: “How many times are they going to tell you that inflation's got to be 2% before they're done?”
69:30: Twitter
72:00: Economic activity, the Fed, spin, the dollar.
81:00: Jobs, commodities, CPI, Powell.
93:40: Dollar, wages, unemployment, earnings, work week
99:30: The Fed’s tools
103:20: Confidence, Powell, inflation, day-care issue
108:10: “...Data is going to force the Fed to continue to hike.” Inflation, wages, working at McDonald’s, labor.