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- (00:00) - Homesteading Mental Models
- (07:08) - A Word From Our Sponsors
- (07:47) - Robinhood's Plot to Make IPOs Less Exciting
- (09:03) - Momentum-Squared and Value-Squared
- (10:32) - Dollar-Weighted Returns
- (11:36) - Blocking Trump
- (13:00) - Meta-Bundles
- (13:33) - Commercial Ties
