(00:00) - Introduction to Non-Consensus Investing(01:41) - Tariffs and Their Impact(04:17) - Economic Consequences of Tariffs(06:58) - Market Reactions and Predictions(08:15) - Inflation and Consumer Sentiment(12:41) - Recession Indicators and Predictions(21:40) - Investment Strategies in a Volatile Market(44:15) - Global Trade Pressures and Market Implications(45:42) - Advanced Robotics and Manufacturing Challenges(48:38) - Housing and Mortgage Market Dynamics(56:31) - Corporate Credit and CLO Market Overview(01:14:08) - Banking Sector and Economic Outlook(01:25:14) - Final Thoughts
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