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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