<p>In this conversation, Jon Sanchez and Jason Gaunt discuss the current state of the stock market, focusing on the volatility caused by recent events, particularly surrounding Oracle and its impact on the NASDAQ. They delve into tax strategies for business owners as the year-end approaches, emphasizing the importance of proactive financial planning. The discussion also highlights the broader implications of AI and data center investments, exploring how these factors influence market dynamics and investor sentiment.</p><p></p><p>Chapters</p><p>00:00 Market Volatility and De-risking Strategies</p><p>02:10 The Impact of Oracle's Funding Decisions</p><p>05:09 Tax Strategies for Business Owners</p><p>07:54 Understanding Market Trends and Technical Analysis</p><p>10:54 The Role of Private Credit in Data Centers</p><p>11:17 The Future of Data Centers and Investment Strategies</p><p>15:54 The Impact of Massive Deals on Market Dynamics</p><p>16:45 Oracle's Data Center Financing Challenges</p><p>21:03 Hedging Strategies and Market Reactions</p><p>26:06 The Broader Implications for Tech Stocks</p><p>30:18 Navigating Market Volatility and Portfolio Management</p><p>31:21 Sanchez MWF Disclaimer .mp3</p><p></p>