Iran War: don’t bet against the USA economy

Episode 517

00:00 Introduction

01:31 S&P 500 Recovery

02:25 BRICS Nations stagflation

03:00 Iran chaos payback for Rare Earth Magnets?

03:15 S&P 500 Earnings are double digit

03:59 Remember DeepSeek?

04:25 Last Year’s AI selloff was a buying opportunity

05:35 SAAS selloff

06:19 Don’t bet against the USA economy 

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