FSD: Iran Negotiations, Positioning

00:00 - Geopolitical Standoff in the Strait of Hormuz

01:43 - US "Standing Down" and the IRGC Strategy

02:20 - Oil Price Forecast: Higher for Longer

03:01 - Iran’s Incentives and the Toll Gate Strategy

04:46 - Global Realignments: China, Russia, and Digital Currencies

05:58 - Military Miscalculations and Asymmetric Defense

06:42 - Market Opportunities: Quality Businesses at Trough Multiples

07:31 - Sector Deep Dive: Insurance and the "Mag 7"

08:17 - Big Tech Outlook: Microsoft vs. Amazon

09:11 - The Consumer Landscape: Inflation and Disposable Income

09:54 - Healthcare and Travel: Betting on the Baby Boomers

11:08 - Real Estate and the Energy Rotation

11:49 - Pre-positioning: Finding Value in Staples and Auto Insurance

13:18 - Industrials vs. Software: Identifying Market Extremes

14:53 - Emerging Markets and China’s "Destroyed" Valuations

15:56 - Fintech Spotlight: Analyzing Dave and Better Mortgage

17:28 - Final Thoughts: Coalition Challenges and Kinetic Risks

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