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00:00 Introduction
02:09 2017 comparison to today’s market
04:03 Planting a Garden Portfolio
06:32 Netflix Potential
07:23 Canadian Pacific Kansas City
08:08 Utility Stocks
09:04 Nucor
09:59 Texas Instrument & Intuitive Surgical
10:59 Growth Adjusted Value Stocks
14:56 AAII investor sentiment survey
20:21 Investor Sentiment is bearish but Cash Reserves are low
22:30 Deregulation
24:26 Broadening Market Equal Weight
26:47 2018 downturn
27:56 Data Center Hate
28:46 Government Debt versus Government Assets
30:20 Interest rates and diesel aren’t the only record highs
31:19 Reindustrializing USA
32:28 Nuclear deregulation
33:59 Natural Gas bridge to Nuclear energy
34:58 Midterms are meaningless to long term stock market performance
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