00:00 - The Non-Consensus Rally & Performance Chase

01:10 - Identifying Opportunities in Quality Names

01:45 - Homebuilders and Geopolitical Cycles

02:30 - Software Capitulation & The Re-Grossing Phase

03:30 - Private Credit Exposure & Bank Stability

06:10 - Centcom Strategy & The New Geopolitical Equilibrium

10:30 - The AI Trade: Anthropic, Claude, and Dislocated Sectors

12:40 - Investing in the Face of Inflation

13:50 - The Uncorrelated Conference & Puerto Rico Opportunities

15:15 - Disrupting Robinhood: The Future of AI-Native Investing

18:30 - Building a Moat Through Community & Human Connection

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FSD: The Non-Consensus Rally