Markets wobble, semiconductors catch their breath, and our hosts debate whether the sell-off was a fakeout. Plus: Fed clues, sector rotation, CXMT buzz, and stocks to keep on your watchlist—all with plenty of laughs along the way.
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0:05 - U.S. Market Weakness
2:40 - Geopolitics, Policy, and Interest Rates
9:01 - Hedge Funds, Semiconductors, and the Fed
12:52 - Investor Flows and CXMT Suppliers
16:49 - Market Reform and Investment Strategy
18:13 - Company Earnings and Stock-Watching
22:27 - NFC and Cosmetics Stocks
25:48 - Futures, Liquidations, and Market Outlook
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