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0:00 – Intro
5:36 – Anduril and the Future of AI Defense
10:01 – Palantir Stock Breakdown
14:24 – Cybersecurity’s Golden Age: CrowdStrike Insights
19:16 – China Tariff Pause: Is the Trade War Over?
31:15 – Which Companies Benefit Most from the Tariff Pause?
33:43 – Google in Trouble? ChatGPT’s Growing Dominance
38:00 – Trump’s Executive Order to Lower Prescription Drug Prices
42:35 – Amazon Takes a Stake in AMD
45:42 – Coinbase Bitcoin Commercial Sparks Debate
51:22 – Warren Buffett on Stocks vs. Real Estate
54:44 – Will Berkshire Hathaway Invest in Bitcoin?
59:01 – Mayor Ras Baraka Joins the Conversation
1:40:30 – Tesla Stock Outlook
1:44:22 – S&P 500: Where Will It End the Year?
1:48:00 – Is There a New Portfolio Standard Emerging?
Description:
In this episode of Market Mondays, we dive into the biggest stories shaping the markets and the future of finance. We break down Anduril’s role in AI defense, the latest moves in Palantir and CrowdStrike, and what the pause on China tariffs means for the global economy. Plus, we discuss Google’s battle with ChatGPT, Amazon’s stake in AMD, and a new Bitcoin commercial from Coinbase.
We also cover Warren Buffett’s latest views on real estate vs. stocks, the potential for Berkshire Hathaway to jump into Bitcoin, and bring on a special guest—Mayor Ras Baraka—for a candid conversation. To wrap up, we forecast the S&P 500’s year-end target, explore Tesla’s stock outlook, and question if there’s a new standard for portfolio strategy.
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