00:00 Overview 02:00 Agents Remove Friction 10:31 DooDash Disruptted Rebuttal 24:17 Mastercard Disrupted Rebuttal 32:40 The Domino Effect Rebuttal 42:45 Netflix Warner Bros Update 44:45 Meta & AMD Chip Deal 46:36 Fail Of The Week: Robot Vacuum Hacking
Super Investors Keep Buying These Stocks
20/02/2026 | 26 min
00:00 Overview 02:00 Super Investor Buys 17:17 Moody's Earnings 22:40 DoorDash Earnings 23:55 Fail Of The Week: Sam & Dario
Three Monopoly Stocks To Buy Now
18/02/2026 | 37 min
00:00 Investors Are Scared 14:00 3 Monopolies To Buy 17:14 Chris Hohn 13f Holding Update 19:18 Netflix And Warner Bros 21:20 Responding To Jeremy On Duolingo 31:52 Fail Of The Week: Chamath Palihapitiya
Something Big Is Happening
11/02/2026 | 28 min
00:00 Introduction 02:00 Things Are Changing Fast 19:50 Bill Ackman Buys Meta
Michael Burry Says We're In Another Bubble
09/02/2026 | 35 min
00:00 Overview 02:00 Burry's Argument 11:30 Big Tech Valuation 18:50 Jensen Asked About CAPEX 31:34 Fail Of The Week: Anthropic Super Bowl Ad