E86: Robotaxi Wreck? Stablecoin Revolution

2025-06-30

🌍 Geopolitical Chaos & Market Stability - Markets remain surprisingly calm despite escalating tensions with Iran. We explore why volatility stayed low and discuss the investment wisdom of avoiding market timing during uncertain times🏥 HIMS Gets Blindsided - Down 27% after Novo Nordisk pulls the plug on their Ozempic collaboration. A stark reminder of why healthcare stocks can be dangerous when you're not in control of your own destiny $NOVO $HIMS🎾 The Federer Philosophy - Roger Federer only won 54% of his points yet dominate...

🏥 HIMS Gets Blindsided - Down 27% after Novo Nordisk pulls the plug on their Ozempic collaboration. A stark reminder of why healthcare stocks can be dangerous when you're not in control of your own destiny $NOVO $HIMS

🎾 The Federer Philosophy - Roger Federer only won 54% of his points yet dominated tennis for decades. What this teaches us about successful investing and why being only mostly right can still make you a champion

🚗 Tesla Robotaxi: Vision vs Reality - Austin's Robotaxi launch sparks debate: Is Tesla's vision-only approach brilliant or reckless? We break down LIDAR vs cameras and whether Elon should swallow his pride for safety $TSLA

💰 Stablecoins: The Trojan Horse of Finance - The GENIUS Act passes, legitimizing digital dollars. Could this be the beginning of the end for Visa and Mastercard? We explore how Amazon coins and programmable money might reshape finance forever $V $MA $USDC

💻 AMD's AI Inference Play - Why the "second best" semiconductor company might dominate the next phase of AI. Training models is NVIDIA's game, but using them? That's where AMD could shine $AMD

Segments:

00:43 Geopolitical Tensions and Market Reactions

06:19 HIMSS Stock Crash Analysis

12:24 The Roger Federer Investment Philosophy

18:24 Tesla Robotaxi Launch Deep Dive

33:59 Stablecoins and the Future of Finance

52:43 AMD Safari Pick - AI Inference Opportunity

56:28 Closing Thoughts

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