00:25 Personal Anecdotes and Thanksgiving Plans01:01 Tax Strategies for the Wealthy01:57 Upcoming Podcast with Vishal Garg03:21 Bloomberg Article on AQR's Tax Strategies09:01 NVIDIA Earnings Analysis17:10 Recession and Economic Indicators21:42 Hedge Fund Positioning and Strategies39:58 Max ETF Analysis and Cyclical Shifts40:23 Energy Sector Insights41:27 Mutual Fund Performance and Hedge Fund Moves41:47 Sector Positioning and Stock Picks43:07 Consumer Staples and Risk Management44:07 Financials and Entertainment Stocks48:55 Hedge Fund VIP List and Stock Analysis01:05:22 AI Tools for Investment Research01:10:09 Thanksgiving Reflections and Book Recommendations01:13:45 Closing Remarks and Future Plans
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