Investors,
Premium members,
The full recording of today’s livestream + Q&A can be watched here.
Thank you, as always, for bringing such great energy every week.
I’ve included the entire summary & breakdown of the entire livestream below, using the automated service from Google Gemini to highlight the key talking points. We covered a bunch of great information in this 2-hour livestream, notably the new stocks that I’ve been buying, my updated Bitcoin plans, my view on intermarket relationships, and thinking through different scenarios and how we should adapt to them.
It’s important, as ever, to stay nimble, objective, and willing to embrace nuance.
Enjoy…
