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00:00:00 Market overview
00:05:00 Eli Lilly & Novo Nordisk
00:24:30 Walmart, Costco, Target
00:42:20 Trend following models, FED, outlook
00:55:00 Gold, Gold 3x Factor ETF A1VBKP
01:11:20 Bitcoin
01:27:20 WisdomTree Europe Defense ETF A40Y9K
01:31:20 AI lies
Spotify
https://open.spotify.com/episode/6tYBjXQRNO1oZYrR2Yuwec?si=R6Vl3hd4Rk2LX80UeugNhw
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