Free Fall & All-Time Highs: Navigating Markets, Job Loss, and What to Buy When Nothing Makes Sense
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Narrated by:
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Written by:
This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics include: VOO/QQQ reversal,what changes to make after losing a job , what to buy when everything is at an all-time high, and more.
Refer to chapter marks below for a complete list of topics covered and to jump to a specific section.
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0:25 – Intro & Market Overview
Welcome, VOO/QQQ reversal, bull run outlook
0:31 – AI Disruption & Future Impact
Bad actors, video editing, UBI, vulnerable jobs, future of coding, human vs AI
10:04 – Geopolitics & Global Trends
NYC policy changes, Iran propaganda, war outlook, socialism concerns
10:39 – Investing Strategy & Assets
What to buy at highs, gold (physical vs ETF), value investing, bootstrap vs OPM
16:51 – Finance & Hedge Funds
Why funds underperform, Steve Cohen, Renaissance Technologies, factor investing, insider trading
17:55 – Skills, Careers & Breaking In
Financial statements, math in finance, IB at 28, prop trading, alt investments
24:11 – Career Growth & Entrepreneurship
Job loss recovery, starting a fund, lead generation, personal development
1:02:23 – Practical Advice & Lifestyle
Case competition prep, structuring feedback, how to dress, teaching philosophy
1:23:26 – Macro & Policy Outlook
DOJ & currency markets
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