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Ethos: Get Your FREE Life Insurance Quote at https://ethos.com/icedcoffee
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Chris Camillo Twitter: h...
Northwest Registered Agent: Start Your LLC Today at https://www.northwestregisteredagent.com/ich
Monarch: Use code ICEDCOFFEE at https://monarch.com to get your first year of Monarch Core half off at just $50!
Ethos: Get Your FREE Life Insurance Quote at https://ethos.com/icedcoffee
Shopify: Stop waiting for permission to build something. Your next revenue stream starts free at https://shopify.com/ich
Follow ย @DumbMoneyLiveย Here!
Chris Camillo Twitter: https://x.com/ChrisCamillo
*๐๐ข๐ก๐ก๐๐๐ง ๐ช๐๐ง๐ ๐จ๐ฆ*
๐๐: https://www.instagram.com/icedcoffeehour
๐๐๐๐: https://www.instagram.com/jlsselby
๐๐ฅ๐๐๐๐ : https://www.instagram.com/gpstephan
๐๐น๐ถ๐ฝ๐ ๐๐ต๐ฎ๐ป๐ป๐ฒ๐น: https://www.youtube.com/c/TheIcedCoffeeHourClips
๐ซ.๐ฐ๐ผ๐บ: https://x.com/TheICHpodcast
๐ง๐ถ๐ธ๐ง๐ผ๐ธ: https://www.tiktok.com/@theicedcoffeehour
๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐: https://open.spotify.com/show/5c2uoXBQkOjIiCOf60jJj7
๐๐ฝ๐ฝ๐น๐ฒ: https://podcasts.apple.com/us/podcast/the-iced-coffee-hour/id1515070058
Timestamps:
00:00:00 - Intro
00:01:09 - 40% Drawdown, and Leopold Margin Call
00:09:24 - The Amazon Thesis
00:15:09 - Making $10 Million in a Single Day
00:16:16 - Sponsor: Northwest Registered Agent
00:17:20 - Investing vs Gambling
00:21:14 - Critics and Copycat Trading
00:28:06 - The Capex Panic
00:31:49 - Concentration Risk, OpenAI, and "Too Big to Fail"
00:34:38 - Sponsors: Monarch & Ethos
00:37:20 - Manipulation, Citadel, and Who Really Broke Leopold
00:41:45 - Why You SHOULD NOT Listen To Chris
00:45:46 - The $20K to $80 Million Trade
00:51:00 - Can Anyone Consistently Beat the Market?
00:54:19 - Sponsor: Shopify
00:55:24 - Leopold Aschenbrenner As An Investor
00:59:43 - Leverage in the Market and the Attention Trade
01:05:23 - The BEST Trade Every 5-10 Years
01:12:22 - Everyone Is Wrong About AI
01:16:05 - The Coffee Cup Theory: Distribution Moats Win
01:22:28 - SpaceX at $1.6 Trillion, and Never Loving a Stock
01:31:26 - Where to Find Asymmetry In The Stock Market
01:37:10 - If Intelligence Is Free, Which Skills Become Valuable?
01:43:55 - Is This 2001 Again?
01:54:19 - Twitter Distractions and What He Got Wrong on Sweetgreen
02:00:00 - Content Creation and In-Person Communities
02:08:06 - College, Networks, and Why Relationships Are AI-Proof
02:14:28 - The Amazon Trade Isn't Over
For sponsorships or business inquiries reach out to: icedcoffeehourpartnerships@gmail.com
Apply for The Index Membership: https://entertheindex.com/
For Podcast Inquiries, please DM @icedcoffeehour on Instagram!
*Some of the links and other products that appear on this video are from companies which Graham Stephan & Jack Selby will earn an affiliate commission or referral bonus. Graham Stephan & Jack Selby are part of an affiliate network and receives compensation for sending traffic to partner sites. The content in this video is accurate as of the posting date. Some of the offers mentioned may no longer be available.
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