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Timestamps:
00:00:00 - Intro
00:01:02 - Michael Burry & Biggest Stock Wins (Circle, Tesla, Nvidia)
00:03:08 - The $40M Tesla Portfolio & Lessons From Losses
00:05:52 - Happier With Less Stress / Should You Pay Off Debt?
00:08:11 - Iran War, Pickaxe Mountain & the Market Rally
00:11:17 - Forward Growth Valuations & the Circular AI Flow
00:13:35 - The Most Frustrating Rally Ever / Advice for $40-200K Earners
00:16:11 - OpusClip Sponsor / How the Average Person Should Invest in 2026
00:17:29 - QQQ vs TQQQ: Why Leveraged ETFs Will Go to Zero
00:21:04 - The #1 Risk Nobody's Talking About: Credit & Data Center Overbuild
00:24:58 - The Labor Market & The Wealth Effect
00:27:27 - Dry Powder & Why Cash Reduces Selling Pressure
00:29:06 - Kevin's Portfolio & Kevin O'Leary's $5M FU Money Take
00:31:02 - Are 5% Treasuries Actually a Good Buy?
00:34:54 - The Hantavirus & Real Estate Risk
00:37:31 - Airbnb & Zapier Sponsorships
00:40:04 - Is It Harder to Build Wealth in 2026?
00:42:00 - AI Implementation as the Path to Wealth (Cardone Comparison)
00:46:04 - The Best Decade Ever to Buy Real Estate (2022-2032)
00:48:34 - Graham Pushes Back: Why He's Selling His Real Estate
00:55:55 - Habitability Lawsuits & California Tenant Risk
00:57:42 - Mansion Tax & Anti-Investor Legislation
00:59:09 - Who Should Buy vs Rent / Kevin's Portfolio Allocation
01:00:55 - FanDuel Sponsor / Kevin's Top Stock Holdings
01:03:16 - Kevin's Fitness & Mediterranean Diet Transformation
01:06:38 - How Much Do You Need to Retire? ($8-10M for a Family)
01:09:19 - Spending More When You Have Free Time
01:11:43 - Buy Now Pay Later & Deferred Recession Risk
01:12:33 - Ideal Lifestyle: When Your Salary Covers Everything
01:14:57 - Best Money You'll Ever Spend & The $12.9M Jet Story
01:20:42 - SEC Investigations & The Large Options Trader Letter
01:23:48 - Zero-Day Options Trading Explained
01:27:07 - Jack's Weekly Covered Call Strategy
01:32:00 - Career Advice: Grinding on the Right Thing
01:34:08 - Podcasting & Corporate-Owned YouTube Channels
01:38:29 - The $2.2M Offer to Buy 10% of Graham's Channel
01:41:00 - Toddler Podcast Idea & Niching Down Your Audience
01:43:49 - Family Life: Kids, Personalities & a Dad Win
01:47:13 - Trump Accounts & Tax Strategies
01:48:18 - Final Advice & Wrap-Up
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