This podcast episode discusses various topics including the late-day market sell-off and the factors contributing to it, the Federal Reserve's stance on interest rates and the impact of geopolitical tensions, the spike in oil prices and its potential consequences, Meta's recent performance and valuation, the aftermath of the proxy battle at Disney, the challenges faced by HubSpot, the potential for a small cap comeback, the outlook for small-cap stocks, the bullish case for Macy's stock, the potential of GLP-1 drugs for treating neurological diseases, and the safety concerns associated with GLP-1 agonists.
