0:00 – Technology evolution from early markets to modern investing
4:50 – Industrial and PC revolutions’ impact on productivity
9:50 – Internet transforming communication 
13:00 – AI as the next major productivity leap
17:45 – Challenges of misinformation and AI truth-finding
22:00 – AI scraping attacks and protecting proprietary content
26:30 – Trump’s Japan F-150 claims and trade realities
30:40 – Structural U.S.–Japan auto trade imbalance
33:35 – Trump’s pharmaceutical tariff strategy 
37:01 – Tariffs 
41:00 – Fed rate cut expectations 
42:37 – Oil company political influence 
43:44 – Market and stock updates (Apple, AMD, Disney, Uber, etc.)
51:44 – JP Morgan technical setup and swing trade potential
55:28 – Foot Locker–Dick’s Sporting Goods merger discussion 
1:00:12 – Microsoft–OpenAI “money circle” and inflated AI spending
1:04:45 – Comparison to mortgage crisis and cross-company AI investments
1:06:00 – Problems with Grok and Meta AI governance, strengths of Google and Anthropic
1:10:19 – AI adoption inevitability, productivity in skilled trades and problem solving
1:16:20 – AI reducing service sector demand 
1:20:15 – Crude oil draw, productivity trends, tariffs impact
1:21:45 – Fundamentals analysis tools: FinViz vs Stockopedia
1:23:10 – $700/month portfolio anniversary update 
1:27:52 – “Man Who Planted Trees” investing analogy
1:31:28 – Consistent, diversified investing strategy
1:38:40 – Current portfolio positions and bull call spreads review
1:44:09 – New Stellantis spread setup and return potential
1:50:02 – SkyDance-Paramount deal 
1:55:46 – Investing in the future 
2:08:20 – AI and long-term productivity growth
2:22:57 – Ford F-150 in Japan trade deal critique
2:26:41 – Market fit vs trade imbalance analogy
2:26:52 – AI improving research and business efficiency
2:28:00 – Gemini market summary 
2:28:42 – Tariffs on pharmaceuticals and insurance cost impacts
2:32:13 – New tariffs on India and oil market realities
2:33:52 – Kazakhstan oil exports 
2:36:16 – Fed rate cut expectations 
2:36:56 – Oil tariffs as political payback to donors
2:37:58 – Spain F-35 purchase reversal and other headlines
2:38:17 – European retail sales and major company updates
2:40:45 – Using Gemini for swing trade ideas
2:42:46 – Evaluating Sunoco acquisition and debt impact
2:46:57 – GM rare earth contract 
2:47:28 – Meta downgrade, Palantir bullishness, JPM technical setup
2:50:41 – Dick’s Sporting Goods–Foot Locker merger debate
2:55:25 – Microsoft–OpenAI cloud spending loop and inflated AI economy
3:00:06 – Tech cross-investment compared to mortgage crisis
3:01:00 – Flaws in Grok AI governance and propaganda risk
3:04:52 – Productivity gains from AI adoption
3:10:44 – Services sector decline from AI replacing functions
3:15:28 – Crude oil inventory update 
3:17:03 – Fundamentals analysis tools: Finviz vs.