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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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