Debt, Rates, and Large Strategic Deals

00:00 Intro
00:50 Berkshire buying $GOOGL: AI revenue
06:35 Mag7 heavy capex
12:30 Circular nature of AI
16:27 Thoughts on the $NFLX / $WBD deal
29:00 $FISV / $LRN massive sell-off
43:00 Insurance business heading into 2026
45:50 Housing industry
51:00 Capital cycles

🔍 Want access to an event-driven monitor?

Sign up here: https://www.insidearbitrage.com/speci...

📰 Interested in our free weekly newsletter?

Subscribe now: https://t.co/I65UzM4uFB

📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

📈 QuickFS: Visit here: https://quickfs.net/?via=focused

🐦 Twitter: @Focusedcompound

✉️ Email: info@focusedcompounding.com

Important: Read our Disclaimer: https://focusedcompounding.com/discla...