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Timestamps:
00:00:00 - Intro
00:01:01 - $8-Figure Trades & His $5.5M Single-Day Win
00:05:34 - The Three Waves of the AI Super Cycle
00:07:34 - Trimming Bloom, Loading Up on Amazon (4 Ways It Wins)
00:12:50 - HIMS Sponsor / Robinhood as the Other Conviction Pick
00:17:54 - Margin, Dry Powder & Pressing Into Drawdowns
00:20:44 - The Coconut Water Trade He Missed (Vita Coco)
00:22:46 - Sweet Green Wraps: The Next Social Arb Play
00:25:32 - Moving Markets with Tweets & His Ethics Rule
00:28:44 - SanDisk, Memory Chips & "Trade of a Lifetime"
00:31:02 - Airbnb Sponsor / How the Average Person Should Invest in 2026
00:34:42 - What Counts as a "Risk Asset"
00:37:02 - Gusto Sponsor / The Time His Portfolio Was Down 70%
00:41:05 - Michael Burry & the Bear Case Rebuttal
00:44:57 - Treasury Yields, Layoff Risk & Why AI Trumps the Fed
00:49:22 - Ken Griffin Just Realized What's Coming
00:52:25 - Anyone Can Now Operate Like a Hedge Fund
00:54:40 - Shopify Sponsor / The $500K-a-Year AI Implementer Path
01:00:20 - Bill Perkins Rebuilds a Website in 45 Minutes
01:03:40 - Why Podcasting Survives the AI Wave
01:08:00 - Spotting AI Content & The Rise of Live Events
01:10:53 - The Swatch x AP Frenzy (And Why He's Not Heavy in the Stock)
01:18:10 - Pokémon, Manga & The Collectibles Arbitrage
01:24:18 - Most Controversial Investing Philosophy & The SpaceX Mistake
01:28:35 - Why Anthropic Wins + His Bitcoin Take
01:30:57 - Best Founders: Andy Jassy & Amazon's AI Catch-Up
01:33:25 - Elon vs. OpenAI: Why He Saw the Loss Coming
01:35:36 - Advice to His Kids: Skip College, Travel, Build Relationships
01:40:54 - Why Chasing Bigger Numbers Doesn't Make You Happy
01:44:48 - When Does More Money Stop Mattering? Flying Private & Disconnecting
01:49:31 - Foundations Over Trust Funds & MrBeast in Ghana
01:55:34 - Portfolio Review: Jack's Account (8/10)
01:59:39 - Portfolio Review: Graham's Account (6.5/10)
02:04:44 - Tier List: Amazon, Apple, Bloom, GameStop & The Bitcoin Debate
02:08:38 - Tier List: Nvidia, Robinhood, Sweet Green, MicroStrategy
02:11:05 - Tier List: TQQQ, Tesla, Microsoft
02:13:52 - Tier List: Lululemon, Meta, Palantir, Swatch & Wrap-Up
*𝗖𝗢𝗡𝗡𝗘𝗖𝗧 𝗪𝗜𝗧𝗛 𝗨𝗦*
𝗜𝗚: https://www.instagram.com/icedcoffeehour
𝗝𝗔𝗖𝗞: https://www.instagram.com/jlsselby
𝗚𝗥𝗔𝗛𝗔𝗠: https://www.instagram.com/gpstephan
𝗖𝗹𝗶𝗽𝘀 𝗖𝗵𝗮𝗻𝗻𝗲𝗹: https://www.youtube.com/c/TheIcedCoffeeHourClips
𝗫.𝗰𝗼𝗺: https://x.com/TheICHpodcast
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𝗦𝗽𝗼𝘁𝗶𝗳𝘆: https://open.spotify.com/show/5c2uoXBQkOjIiCOf60jJj7
𝗔𝗽𝗽𝗹𝗲: https://podcasts.apple.com/us/podcast/the-iced-coffee-hour/id1515070058
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