(00:40) Headlines

• War, oil, and gold
• Weak dollar
• AI talent race

(09:16) Newest Recommendations

• A coffee giant's big opportunity, low expectations
• A trading powerhouse with record volume

(18:02) What We Think Now

• Adobe
• Nintendo
• McKesson

(27:57) What We're Watching

• Small cap returns
• Big tech layoffs
• Big tax changes

(34:54) Preview of Coming Attractions

Host: Loren Horst

Guests: Emily Flippen, Asit Sharma

Producer: Mac Greer

Engineer: Austin Morgan