00:00 Intro and agenda 01:00 Why rate-sensitive sectors are working despite higher yields 03:04 Semis, factor quirks, and accumulating rate-sensitive names 03:23 The endowment dinner: "rates going to 6 or 7%" 04:28 Brazil rallies and quality names on sale 05:59 AI agents: frustrations and the "good enough" threshold 07:35 Why agents won't be about e-commerce 09:00 Labor substitution and margin capture in financial services 10:26 The "runaway agent" claim and AI doom narratives 11:35 "Midwit AGI" vs. superintelligence 13:17 David Grusch on Joe Rogan: the claims 16:54 Elon Musk, Palmer Luckey, and Brazil's call for disclosure 18:30 Why this matters: the national security question 21:41 Grusch's background and credibility 24:47 The space investing thesis, reconsidered 25:35 Disclosure, accountability, and Congress 26:54 Q4 outlook 27:29 Cato Institute days, Milton Friedman, and the lead-up to Iraq 28:43 The pro-data-center party and Loudoun County 29:45 Lived experience of socialism: Russia, Cuba, Venezuela 31:24 Making the case for capitalism and free markets 33:01 "The lucky few" myth: millionaires via trades, startups, and small business 34:58 Gains from trade: why innovation benefits everyone 35:42 Book recommendations: Free to Choose and Gary Becker
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