Table of contents
Recording Note from Matt – Forgive me, Apollo and I got to talking a little long. I typically shoot for 8-12 minutes on these, but this one is quite a bit longer than that. Two things: you can listen to this at 1.25X or 1.5X to listen a little quicker. Also, there three main topics we discuss if you are curious to hear about one thing over the other.
0-10:55 – Q1 Scorecard in Review
10:55 – 23:00 – AI Investments and Valuations
23:00 – end – Middle East Tensions and how it effects your portfolio
