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Ep.1311 Jan 8, 2026

Trump’s new $1.5 trillion budget is great for this sector

  • Artificial Intelligence
  • Growth Trends
  • Portfolio Management
  • Stock Analysis

Inside this episodes

  • Trump's new $1.5 trillion budget is great for this sector
  • Why I didn't attend CES this year
  • Trump's plans to shake up home ownership
  • Energy Secretary Wright's speech: Can we avoid an energy crisis?
  • This key metric is more important than valuation
  • Gap (GAP) just got upgraded—is it a buy?
  • The "Warren Buffett of Canada" just took a huge position in this retailer
  • Is Nike (NKE) a buy at these depressed levels?
  • Don't miss out on our latest private placement

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