⏱️ Quick Chapters
[0:00–5:00] Morning Vibes: CPI beats, RSI hits resistance, and gut check says “top”
[5:00–11:00] What This Live Is: Real-time macro, trading insights, and signal-based edge
[11:00–18:00] The Market is a Credit Score: Why bond yields matter more than CPI
[18:00–23:00] Bear Case Logic: Rising yields, strong dollar, and deflation vs inflation
[23:00–28:00] VIX Flashback: Liberation Day spike, historical rebounds, and Cathie’s call
[28:00–32:00] Quantum Awakens: Jensen Huang flips bullish, and tech is moving fast
[32:00–37:00] Autonomy Is the Interface: Why the future of tech will be inside your car
[37:00–44:00] Health Tech = GDP: Genomics, cancer detection, and CRISPR momentum
[44:00–50:00] Economic Flywheel: Deflationary tech, deregulation, and global upside
[50:00–56:00] Trading with Signals: Why we bought BARK, BIRD, and UNH
[56:00–1:03:00] Tesla Conviction: 10x thesis, Cathie’s price target, and the long view
[1:03:00–1:10:00] Portfolio Playbook: Blend of signals and blue-chip AI names
[1:10:00–1:17:00] Market Outlook: Why we might rip until August, and what breaks it
[1:17:00–End] Signals Spotlight: BarkBox, Allbirds, UNH, Bros, Tilly’s — what’s moving now
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