This podcast episode explores the impact of artificial intelligence (AI) on the market and the ongoing debate between the influence of the Federal Reserve and the impact of AI. It discusses the performance of AI-related stocks, the potential market impact of the Fed's actions, and the importance of a soft landing for the economy. The episode also examines the decline of the Japanese yen, the investigation into Tesla's Autopilot system, the surge in Chipotle's stock price, the performance of Intel, Goldman Sachs, and Eli Lilly. The speakers analyze the factors driving these market trends and discuss the potential implications for investors.