Find the Barbell

00:00 Introduction & Find the Barbell

00:27 Defining the Barbell Strategy

01:13 Analyzing Market Themes: Drones vs. Value

02:24 Software and MedTech Opportunities

03:50 Homebuilders: Seasonality and Affordability

06:33 The State of Healthcare and Eli Lilly

07:56 Travel, Leisure, and the Baby Boomer Trade

08:42 Market Lockouts and Vanna Charm Flows

 

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