Bryce and I had an amazing time, learned so much, worked very hard on our business and were received incredibly warmly everywhere we want. We will write more about our experiences, learnings and analysis, but in the meantime, here are the Top 5 Mindblowing Thoughts I had on our trip.
This is what we expected, no? We said the Fed would cut and it didn't matter much to us if it the cut were 25 bps or 50bps. So far the playbook for the Fed that we've outlined repeatedly for the last few weeks is playing out.
With the markets back to being close to their all-time highs, its probably a better time to be cautious than wildly bullish.
No chat this week, and we didn't have high hopes for Apple's "It's Glowtime" event next week.
We hit on everything from Tesla’s cutting-edge Actual Smart Summon (ASS) technology, to Nvidia’s falling stock price, plus market moves, hedges, and the future of humanoid robots in this no-holds-barred Q&A.