(00:00) - Introduction to Non-Consensus Investing

(01:41) - Tariffs and Their Impact

(04:17) - Economic Consequences of Tariffs

(06:58) - Market Reactions and Predictions

(08:15) - Inflation and Consumer Sentiment

(12:41) - Recession Indicators and Predictions

(21:40) - Investment Strategies in a Volatile Market

(44:15) - Global Trade Pressures and Market Implications

(45:42) - Advanced Robotics and Manufacturing Challenges

(48:38) - Housing and Mortgage Market Dynamics

(56:31) - Corporate Credit and CLO Market Overview

(01:14:08) - Banking Sector and Economic Outlook

(01:25:14) - Final Thoughts

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Thursday - Moral Surrender for Society’s Acceptance