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- (00:00) - Newsletters Can Move Markets
- (10:34) - A Word From Our Sponsors
- (11:12) - "Real Men Have Fabs"
- (12:03) - Rollups
- (12:54) - Platform Control
- (13:46) - Outperformance
- (15:04) - Chips and China
- (16:27) - Double Zero
