HIMS: Get personalized and affordable care for Hair Loss, ED, Weight Loss, and more at https://Hims.com/ICEDAirbnb: Find a co-host at https://airbnb.com/hostGusto: Try Gusto for FREE for 3 months at https://gusto.com/ICEDShopify: Sign up for a $1 per month trial period at https://shopify.com/ichFollow Chris Camillo Here:  @DumbMoneyLive  Sign up for our new website to be an early user! http://www.extradollar.com/ Apply for The Index Membership: https://entertheindex.com/ Timestamps: 00:00:00 - Intro 00:01:01 - $8-Figure Trades & His $5.5M Single-Day Win 00:05:34 - The Three Waves of the AI Super Cycle 00:07:34 - Trimming Bloom, Loading Up on Amazon (4 Ways It Wins) 00:12:50 - HIMS Sponsor / Robinhood as the Other Conviction Pick 00:17:54 - Margin, Dry Powder & Pressing Into Drawdowns 00:20:44 - The Coconut Water Trade He Missed (Vita Coco) 00:22:46 - Sweet Green Wraps: The Next Social Arb Play 00:25:32 - Moving Markets with Tweets & His Ethics Rule 00:28:44 - SanDisk, Memory Chips & "Trade of a Lifetime" 00:31:02 - Airbnb Sponsor / How the Average Person Should Invest in 2026 00:34:42 - What Counts as a "Risk Asset" 00:37:02 - Gusto Sponsor / The Time His Portfolio Was Down 70% 00:41:05 - Michael Burry & the Bear Case Rebuttal 00:44:57 - Treasury Yields, Layoff Risk & Why AI Trumps the Fed 00:49:22 - Ken Griffin Just Realized What's Coming 00:52:25 - Anyone Can Now Operate Like a Hedge Fund 00:54:40 - Shopify Sponsor / The $500K-a-Year AI Implementer Path 01:00:20 - Bill Perkins Rebuilds a Website in 45 Minutes 01:03:40 - Why Podcasting Survives the AI Wave 01:08:00 - Spotting AI Content & The Rise of Live Events 01:10:53 - The Swatch x AP Frenzy (And Why He's Not Heavy in the Stock) 01:18:10 - Pokémon, Manga & The Collectibles Arbitrage 01:24:18 - Most Controversial Investing Philosophy & The SpaceX Mistake 01:28:35 - Why Anthropic Wins + His Bitcoin Take 01:30:57 - Best Founders: Andy Jassy & Amazon's AI Catch-Up 01:33:25 - Elon vs. OpenAI: Why He Saw the Loss Coming 01:35:36 - Advice to His Kids: Skip College, Travel, Build Relationships 01:40:54 - Why Chasing Bigger Numbers Doesn't Make You Happy 01:44:48 - When Does More Money Stop Mattering? Flying Private & Disconnecting 01:49:31 - Foundations Over Trust Funds & MrBeast in Ghana 01:55:34 - Portfolio Review: Jack's Account (8/10) 01:59:39 - Portfolio Review: Graham's Account (6.5/10) 02:04:44 - Tier List: Amazon, Apple, Bloom, GameStop & The Bitcoin Debate 02:08:38 - Tier List: Nvidia, Robinhood, Sweet Green, MicroStrategy 02:11:05 - Tier List: TQQQ, Tesla, Microsoft 02:13:52 - Tier List: Lululemon, Meta, Palantir, Swatch & Wrap-Up *𝗖𝗢𝗡𝗡𝗘𝗖𝗧 𝗪𝗜𝗧𝗛 𝗨𝗦* 𝗜𝗚: https://www.instagram.com/icedcoffeehour 𝗝𝗔𝗖𝗞: https://www.instagram.com/jlsselby 𝗚𝗥𝗔𝗛𝗔𝗠: https://www.instagram.com/gpstephan 𝗖𝗹𝗶𝗽𝘀 𝗖𝗵𝗮𝗻𝗻𝗲𝗹: https://www.youtube.com/c/TheIcedCoffeeHourClips 𝗫.𝗰𝗼𝗺: https://x.com/TheICHpodcast 𝗧𝗶𝗸𝗧𝗼𝗸: https://www.tiktok.com/@theicedcoffeehour 𝗦𝗽𝗼𝘁𝗶𝗳𝘆: https://open.spotify.com/show/5c2uoXBQkOjIiCOf60jJj7 𝗔𝗽𝗽𝗹𝗲: https://podcasts.apple.com/us/podcast/the-iced-coffee-hour/id1515070058 For sponsorships or business inquiries reach out to: [email protected] For Podcast Inquiries, please DM @icedcoffeehour on Instagram! *Some of the links and other products that appear on this video are from companies which Graham Stephan & Jack Selby will earn an affiliate commission or referral bonus. Graham Stephan & Jack Selby are part of an affiliate network and receives compensation for sending traffic to partner sites. The content in this video is accurate as of the posting date. Some of the offers mentioned may no longer be available. Learn more about your ad choices. Visit podcastchoices.com/adchoices