In this episode, we start by breaking down the year-to-date performance of major asset classes, including equities, gold, Bitcoin, and bonds. We then dive into why Couche-Tard’s $47B bid for Seven & i ultimately fell apart after nearly a year of back-and-forth. Lastly, we cover the latest earnings from BlackRock and American Express.

Tickers of stocks discussed: BLK, AXP

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The Best Performing Assets of 2025 and Couche-Tard Pulls the Plug on 7-Eleven