Michael and Ben kick off the podcast discussing their family holiday activities, including trips to Disney and bowling. They transition to discussing investing lessons, the performance of silver and gold, and the best and worst performing stocks in the S&P 500. They explore the potential of AI, electricity consumption by data centers, and GE Vernova's performance. They also discuss small-cap stocks, profit margins, and family offices becoming new power players on Wall Street. The conversation touches on consumer sentiment, Robinhood's lifted restrictions, and the state of crypto. They delve into private credit, consumer debt, and the risks involved, before discussing millennial life choices and happiness. They analyze retirement spending, 401ks, and end with movie recommendations and a thank you to their listeners.
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