Timeline:

00:00:00: Generals, markets, AI boosts to stock prices, market moving news
00:04:15: China Evergrande Group (EGRNF)
0:07:30: Pullbacks. Microsoft, AI, trends and changes. China Evergrande, offices.
0:17:45: Commercial property trends. Evergrande, China, America, housing.
0:25:04: Sell a company at its peak.
0:26:00: Debt, default, banks. Banks don’t want half-finished buildings.
0:29:56: Economic growth fell 3% last year. Economy, Evergrande, China.
0:30:00: Economy, Evergrande, China.
0:34:26: Valuations, Apple, Microsoft, Google, NVIDIA. AI.
0:41:00: Originality, law, AI-Seinfeld.
0:54:20: Writers vs. AI.
1:01:10: S&P 500. Sony, Comcast, Seinfeld. Writers and actors striking.
1:04:00: Disruption in entertainment, medical care, law, teaching.
1:18:00: Tech, future.
0:54:2: Writer vs. AI.
1:01:10: S&P 500. Sony, Comcast, Seinfeld. Writers and actors striking.
1:04:00: Disruption in entertainment, medical care, law, teaching.
1:18:00: Tech, future.
1:24:04: Simon Property Group mall operator. Malls aren’t going away.
1:27:40: IBM, INTC, JPMorgan, Logitech, Qualcomm (QCOM), Broadcom (AVGO). QCOM trade.
1:45:32: SoFi, CIM, Barclays, Ford, GoPro, Citibank, Cheesecake Factory, AT&T.