Show Notes
Thank you to Josh for being on!
00:00 - Josh Intro 04:35 - Josh's Early Career in the boiler rooms 13:20 - Josh's philosophy on managing money 16:45 - Managing 2008 27:12 - What Josh would've told his younger self 32:50 - Iron Law of Finance 37:39 - The pressure of being in finance media 45:20 - Lost Decade for the Markets 50:50 - Is Josh Bullish in 2026 55:20 - Costco and Nvidia 57:50 - How Josh Called Nvidia in 2015
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Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro02:00 - AI trade cracking this week08:30 - Anthropic Revenue Numbers18:20 - CoreWeave Bonds41:30 - Rocketlab, Pepsi, McDonalds50:23 - Tesla Flying Car
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Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod 00:00 - Intro02:15 - Tesla Event20:05 - Market Ignoring Bad News35:50 - Broadcom Earnings45:50 - Meta51:00 - Robinhood