Trump Calls Peace with Iran: Is Big Tech the New Military?, Will Oil Surge? & Tesla’s Comeback

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In this episode, we dive into the escalating tensions between the U.S. and Iran and explore how it could impact global markets. We also examine whether Big Tech is quietly becoming the new face of modern warfare and identify the top-performing stocks in what we’re calling the “War Index.” With oil prices spiking and geopolitical risks rising, we ask the critical question: is this just a short-term shock or the beginning of a multi-year supercycle?

We shift to the consumer economy, analyzing the 2024 performance of credit card giants like Visa, American Express, and Mastercard. With the S&P flirting with all-time highs while consumer sentiment hits record lows, we break down whether the market is ignoring key warning signs — or betting on a comeback. You’ll also hear which economic indicator retail investors often overlook, but should track weekly to better time trades.

We wrap up with a case study on Michael Rubin’s Fanatics Fest, a look at Tesla’s robotaxi push, and a deep dive into Apple’s newest AI paper. Plus, two special guests join us to talk about their experiences at Invest Fest — one as a vendor and the other as the winner of last year’s pitch competition.

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