(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