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💂‍♀️Kevin is a licensed financial advisor, is a real estate broker, runs an actively managed ETF, and comments on finance, politics, and news. Kevin's content does not serve as *personalized* one-on-one financial advice.💂‍♀️

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00:00 Oracle grab AI software

07:00 Politics

16:45 Inflation Target Pause / High for Longer

19:30 Bitcoin was $4k when we started talking about it

25:40 Tesla Allocation

31:45 CNBC

34:00 you will be replaced by a robot

39:30 CNBC

40:20 Consumer Spend Disaster

1:07:30 Sticks

01:13:30 Home Builders

01:19:00 Elon

01:24:00 retail babies

01:39:00 CNBC

01:44:35 CPI Forecasts / Intro

01:49:45 Tesla insurance

01:54:00 Trump

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