FSD: Public vs Private Markets

00:00 - Camping Recap & Digital Detox
00:02:00 - Upcoming Appearance on Age of Prosperity Podcast
00:02:20 - Tech Earnings & AI Compute Demand Dynamics
00:03:55 - Recent Stock Additions & CapEx Payers vs. Receivers
00:05:15 - AI Bull Market & Midterm Election Data Center Risks
00:06:38 - Macro Flows, Oil Prices & Geopolitical Opportunities
00:08:14 - Healthcare & Longevity Investment Themes
00:09:28 - Public vs. Private Healthcare & Fallen Angel Rollups
00:10:42 - Private vs. Public Market Valuation Discrepancies
00:12:07 - Evaluating the Space Economy & High Launch Costs

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