0:00 Introduction

1:14 The Tyson/Paul event on Netflix

5:57 What Trump means for your portfolio?

14:18 Tracking Berkshire Hathaway's portfolio

25:09 Live Nation's blowout demand

34:49 Mailbag- Managing risk in the portfolio

38:20 Mailbag- Constellation spinoffs

41:11 Mailbag- Brookfield Wealth solutions

43:47 Mailbag- Position sizing

A busy show this week. First, Barry and Ernest discuss the Mike Tyson/Jake Paul fight on Netflix and what it means for investors. Next, they talk more about Trump 2.0 and what moves you should or shouldn’t make for your portfolio. Then, they review Berkshire’s recent purchase of Domino’s Pizza and the motivations behind the investment. Moving on to Live Nation, Barry and Ernest discuss the strong results for the concert giant. And then it the podcast is all about you! Barry and Ernest introduce a new mailbag feature and answer several viewer questions from X. Don’t miss this episode.