Timeline of major topics

00:00: What's happening, headlines
06:00: VIX, Fed funds rate
09:50: Fed, housing market, VIX
11:00: Bing, Microsoft Edge
17:30: ChatGPT
22:40: S&P
27:00: Portfolios, building a new portfolio
31:30: Taking advantage of deals
34:30: Hedging
39:50: Planning ahead, planning for being wrong, FAS
47:30: Coffee, TZA, Coinbase
53:10: Beige book, the Fed, discussion
1:08:35: Inflation is going to be much worse than people think
1:23:44: Jenga tower that is going to collapse – that's the game of capitalism
1:32:38: Crash in 2008, I met with Geithner and company, with my little PowerPoint presentation...
1:38:10: They liked the solution but said to me, it's not going to work because the Republicans will never go for it. Great. By the way, Tim Geithner isone of the smartest people I've ever met.
1:39:24: Banks were made whole and we kept the thing going by money printing.
1:40:15: College economics
1:45:30: Debt, taxes, government, infrastructure and nursing homes.