
Jared and Cameron briefly talk Paul Thomas Anderson films, as well as music, before discussing recent market trends, including the Federal Reserve's interest rate decisions and the implications of corporate reporting frequency. They also touch on the dynamics of the stock market, particularly small caps, and highlight significant investments in AI by companies like Nvidia. Also on deck: the influence of billionaires in media consolidation and the current state of cash in the market. Finally, they discuss the importance of spending on hobbies while maintaining financial responsibility.
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Ep. 431: Don't Build a Shrine to Your Hedge (Plus, the Rise of Safe-Haven Assets)

Ep. 430: AI Is the Only Thing Holding the US Economy Together

Ep. 428: "Frozen to Cracking"—Is This a White- and Blue-Collar Jobs Recession?

Ep. 427: Massive, Understated Bull Market—Gold Is Running Like an Antelope
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