
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.
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