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Nick and Jessica’s 3 Big Lessons From 2025, Sam Altman Orders a Code Red at OpenAI, Adam Parker on Broken Compounders, the Case for Adobe

The Compound and Friends

00:00

Make the Case: Energy Sector Opportunity

Michael argues for energy exposure, citing long-term underperformance, tight intra-sector correlation, and rig-count dynamics.

Play episode from 01:34:57
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