In this episode:
- Stay cool in this crazy market [1:26]
- Trump must dial back his tariff policy [4:03]
- Nvidia's $5.5B charge is only the beginning… [10:09]
- This sector is uninvestable amid Trump's tariffs [16:42]
- What's up with United Airlines' two sets of guidance? [24:44]
- This AI company is in a league of its own [32:22]
- Powell or Bessent: Who will blink first? [38:15]
- Has the market bottomed? [42:06]
- Curzio One: Another incredible private placement [46:24]
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