

MM #162: Top Healthcare Stocks, Michael Jordan's $3 Billion Exit, AMD vs NVIDIA, ChatGPT in Mercedes & Bonds
Jun 20, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
Introduction
00:00 • 3min
The Bizman Family
03:24 • 3min
Stock Market News: Should We Be Worried at All?
06:54 • 2min
The Stock Market Is Doing a Great Job
08:54 • 2min
Microsoft Chat GBT Helped Microsoft Stocks
10:52 • 3min
Microsoft's Partnership With Mercedes-Benz Is a Brilliant Move
14:20 • 2min
Microsoft's Partnership With Open AI Changes the World
16:03 • 4min
The Importance of Having a Relationship With a Real Person
19:37 • 3min
The Greatest Entrepreneur in the Last Hundred Years
22:29 • 2min
The Role of China in Africa
24:47 • 5min
AMD Launching a Competitive Chip to Nvidia
30:02 • 2min
The Importance of Timing in AI
31:53 • 2min
The Dark Horse in the Microsof Space
33:54 • 3min
AMD's Complacency
37:02 • 2min
Michael Jeffrey Billy Goat Man
38:44 • 2min
The Power of Long Term Investing
41:06 • 4min
The Importance of Franchises
45:17 • 1min
The Legend of James Dolan
46:44 • 2min
The Rise of AMD and NVIDIA
48:26 • 1min
The Biggest Mistake I've Made in Investing and Trading in 2023
49:47 • 3min
The Role of VCs in the Bond Market
52:57 • 2min
United Health Care Striker vs. Eli Lili
55:18 • 3min
The Future of Health Care
58:18 • 3min
The Importance of Hedging With Futures
01:01:12 • 2min
The Impact of Steve Lee on the Economy
01:02:45 • 5min
The Truth Never Has to Be Defended
01:07:58 • 3min
The Importance of Focusing on the Positive
01:11:10 • 2min
Black Rock Files Application for a Bitcoin ETF
01:13:25 • 2min
The SEC Filings Against Coinbase
01:15:17 • 2min
The Importance of Speaking Less
01:17:19 • 3min
How to Make Money on Facebook
01:20:26 • 3min