Summary of key topics and timing from the transcript:

0:00:00 - Introduction
0:02:00 - Oil prices
0:04:34 - The latest EIA oil inventory report
0:05:03 - Shorting oil futures contracts
0:06:40 - S&P 500 index chart
0:07:53 - Discussion of consumer spending trends
0:12:00 - Overview of stock watchlist selections
0:12:37 - Review of individual stocks (Apple, Allstate, Air Products, ARCC, Boeing, etc.)
0:31:39 - Housing market trends and mortgage rates impact
0:34:46 - Timing of cashing out portfolios in April
0:35:52 - Analysis of GDP calculation issues
0:42:58 - Historical context on inflation cycles
0:46:11 - Auto worker wage negotiation trends
0:52:03 - Minimum wage map review
0:56:21 - Restaurant pricing dynamics
1:04:45 - S&P 500 analysis
1:09:48 - Best Buy's role in iPhone sales
1:15:25 - Asking AI assistant questions
1:19:16 - Stock filters used for watchlist
1:23:43 - Individual stock analysis continued
1:53:24 - Disney's expansion plans
1:55:18 - Boeing contract loss
1:58:49 - S&P chart revisited
2:01:43 - Closing comments