*This video was recorded on December 6, 2024

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0:00 - Intro

0:45 - Labor market and economy

3:48 - Deep value

8:11 - Retail sector

13:15 - AI-rally risks “correction”

15:23 - How to analyze financial statements

21:08 - The “myth of diversification”

22:30 - Tech valuation metrics

26:35 - Dave Sacks as “AI and crypto Czar”

30:29 - Peter Navarro as trade advisor

32:16 - Tariffs and recession

34:30 - Faith and investing

36:05 - Common investing mistakes

#economy #investing #stocks