Timeline:

0:00:00: Markets.
0:08:00: The Fed, the dollar and the economy.
0:09:45: Buying oil, dollars.
0:18:30: China and Saudi Arabia.
0:20:00: Nonsense about taking the dollar down.
0:21:00: Seven stocks have driven the S&P 500's returns for the year. NVDA, TSLA, AAPL, AMD, AMZN, CRM, MSFT.
0:23:45: No hurry to invest. Oil trading.
0:28:30: Hedging.
0:29:20: Wait for good prices to buy. Semiconductors, Intel.
0:33:30: Commercial real estate is a looming disaster. Club culture changed to cell phone culture.
0:46:00: Remote relationships. Office culture has changed. Office buildings are currently 50% occupied. They're half empty.
0:49:00: Commercial real estate. Downtown. Crisis coming.
0:56:40: Boston Properties (BXP), SL Green (SLG), Hudson Pacific Properties (HPP), Vornado Realty Trust (VNO).
1:02:50: Highwoods Properties (HIW). This one's different.
1:07:40: S&P, earnings, inflation, corporate greed.
1:12:00: We’re under-taxing corporations.
1:14:10: Why do we listen to Powell?
1:19:00: Debt. Debt. Debt.
1:23:25: Other countries have debt problems too.
1:23:52: Disposable income and expensive pizza.
1:28:00: Struggling middle class. Inequality, unfair tax structure, money taken by the wealthiest from the less wealthy.
1:30:38: The noble class gets richer and richer. Everybody else gets poorer and poorer.
1:31:34: Inflation, oil prices, PPI and an unfair wealth distribution.
1:39:40: Insanity.
1:43:38: Prices.
1:51:48: Disney.
1:54:40: VIX and selling premium.