00:00 intro

02:00 Chris Hohn History

20:30 Triple Front Partners 13f

22:30 Chuck Akre 13f

23:40 Josh Tarasoff 13f

24:40 Polen Capital 13f

27:36 AirBnb Midlife Crisis

35:40 Waymo Recalls 1,200 Cars

00:00 intro

02:05 US-China Trade Deal

16:03 Biggest Fail Of The Year

21:13 Regulation of Pharma Prices

28:24 Why Is Microsoft Azure Growing So Fast

00:00 Intro

02:00 US and UK Trade Deal Analysis

07:30 Google Stock Struggles

15:20 Palantir Top Ten Tech Stock

22:50 Cathie Wood Tesla Prediction

00:00 Intro

02:21 Big Tech vs The Bears

07:00 Microsoft Earnings

14:00 Apple Earnings

17:46 Meta Earnings

22:58 Amazon Earning

29:40 Job Report

34:15: GTA 6 Delay

00:00 Intro

02:00 Portfolio Overview

04:55 The Upcoming Recession

11:11 S&P Global Earnings

17:33 Visa Earnings

19:50 Booking Holdings Earnings

25:00 FICO Earnings

25:48 Spotify Earnings

26:46 Microsoft / Meta Upcoming Earnings

27:00 Amazon Upcoming Earnings

00:00 Intro

03:00 S&P Gobal

08:22 Spotify

11:59 Visa / Mastercard

14:20 Booking Holdings

18:14 Microsoft

22:00 Meta

22:30 Amazon

34:15 Apple

00:00 Intro

01:38 Google's Now eBay According To Analysts

19:31 Consumer Outlook Worsens

27:36 New Slate Truck

00:00 Intro

01:00 Why Stocks Are Up

05:06 Why Tesla Surged

13:45 Equifax Earnings Reaction

18:52 Moody's Earnings Reaction

22:34 Portfolio Performance

00:00 Intro

01:33 Google

09:15 Tesla

14:00 Moody's

15:00 Equifax

17:30 Chipotle

18:13 ServiceNow

21:09 Trump Firing Jay Powell

24:00 Netflix Earnings

Get ready for a packed week in the stock market as earnings season heats up. This video breaks down what to watch from major companies like ASML, TSM, and Netflix — from financial disclosures to key management insights. We dive into the broader earnings outlook, explore how slowing consumer demand and tariff uncertainty could shake up results, and analyze which stocks could move big.

Plus:

• A surprising twist involving an “AI-powered” shopping app (really powered by humans) 👀

• A look at clashing market views from Ray Dalio (bearish) and Tom Lee (bullish)

Don’t miss this data-driven preview to get prepped for the week!