00:26 Election Week Reflections02:10 Impact of Trump's Victory04:05 Economic and Market Implications12:02 The Role of Polls and Media14:06 Financial Markets and Crypto14:41 Energy and Semiconductor Sectors18:51 Antitrust and Big Tech36:41 Family Offices and Investment Strategies46:52 The 36 Trillion Dollar Deficit50:31 Governance and Economic Challenges50:42 AI and Automation in the Workforce50:54 Demographic Shifts and Care Needs52:29 Trump's Hypothetical Policies and Bitcoin53:06 Tax Policies and Economic Speculations54:11 Cryptocurrency and Stablecoins01:00:49 Investment Strategies and Market Trends01:27:39 Value vs. Growth Stocks01:37:16 Rethinking Portfolio Construction01:37:41 The Role of Humility in Investing01:38:05 Diversification and Its Challenges01:38:58 AI's Impact on Portfolio Management01:41:17 Position Sizing and High Conviction Ideas01:42:20 The Debate on Diversification01:50:55 The Nuclear Renaissance01:54:58 Energy Demands and Data Centers02:18:38 The Future of AI in Investing02:23:16 Out of the Herd: Embracing Non-Consensus Ideas02:23:43 Media Consumption and Information Sources02:24:27 Leadership and Solitary Journey02:24:47 AI and Future Societal Changes02:25:29 Family Concerns and Future World02:27:13 Diversification and High Conviction Investments02:34:14 Healthcare and Biotech Investments02:36:02 Contrarian Investing in Healthcare02:39:47 Stock Opinions and Market Trends02:56:22 Closing Thoughts and Future Outlook 
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