FSD: Unfinished Business?

00:00 - Spring Updates and Market Volatility 

00:56 - The Iran Negotiation Reality Check 

02:32 - Shifting Goalposts and the Trump Oil Vision 

03:39 - Inflation’s Return: From Airfare to Agriculture 

04:44 - Defensive Positioning and Finding US Value 

06:17 - Avoiding "Death by Cop" and Theme Exhaustion 

07:39 - Ferrari, Nike, and the Brand Name Trap 

08:25 - SpaceX, Tesla, and Tech Sector Shorts 

09:59 - Berkshire Hathaway and High-Quality Insurance 

11:32 - Breaking Free from Tribal Investing 

12:36 - Strategic Maneuvers: Kharg Island and Centcom

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