In the March livestream, Jason and Jeff discuss the recent market, using options strategies, and pulling underperforming stocks from portfolios. They address audience questions, discuss their most recent stock purchases (Costco for Jeff), and touch upon the use of AI for stock research. Join us on the first Friday of the month (usually) live on YouTube.
04:55 Market Overview and NASDAQ Analysis
06:37 Investment Strategies and Stock Valuations
20:20 Options Trading Insights
30:26 Listener Interaction and Q&A
35:17 Recent Stock Purchases
37:04 Long-Dated Options Strategy
40:01 Costco Investment Insights
42:56 Portfolio Contest Update
47:13 Pulling Weeds from the Portfolio
52:52 Finding New Investment Ideas
59:26 QuantumScape vs. Wolfspeed
Companies mentioned: CFLT, COST, NVDA, OM, SHOP, TTD, UPST, WOLF, QS
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