Earnings Season and Hedging Update (2/26/2025)
Timeline:
0:02 - Market update and Trump's cabinet meeting discussion
1:42 - Medicare/Medicaid cuts and tax policy
6:43 - Maternal mortality rates in the US
8:36 - Fentanyl statistics discussion
11:39 - Medicaid importance and coverage statistics
19:32 - Introduction to hedging discussion
20:25 - Short-term portfolio review
24:39 - Portfolio performance analysis
35:00 - Specific stock positions review
51:54 - Q&A about QQQ shorts
52:28 - Trade Desk (TTD) trading strategy
1:02:05 - Portfolio protection strategies
1:06:51 - Introduction to watch list review
1:10:10 - Individual stock analysis from watch list
1:31:32 - Market outlook and closing remarks
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