(02:03) AI Demand Meets the Reality of Chip Economics

(08:03) The Funding Problem Nobody Wants to Talk About

(17:54) Why Defense Tech Attracts Private Capital First

(22:50) What the Macro Backdrop Means for Investors

(32:08) When Valuations Create Real Opportunity

(32:35) Utilities The Trade Most Portfolios Underweight

(33:46) Why Portfolio Theory Still Matters in Volatile Markets

(35:01) Buffett’s Low-Risk Playbook in Action

(36:39) CoreWeave, Oracle, and the Real AI Infrastructure Trade

(40:08) Where Consumer Pressure Is Showing Up

(42:02) Healthcare Demand That Holds Through Cycles

(44:21) Why Going Against Consensus Still Works

(46:36) Coupang A Quality Business Left Behind

(51:50) What Digital Assets Reveal About Risk Appetite

(55:55) What to Watch Next

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OpenAI & Google's Revenge