Sentiment Indicator: Capitulating At The Top

0:00 Intro
0:40 Weather
1:38 NVDA 7:40 Bubbles Forever?
13:13 Boomers Money Flow
16:45 Robotaxis
19:05 Elon
20:48 Technical Issues: Notifications
22:22 Technical Issues: Patreon
23:38 CPI & Rate Cuts
25:40 Fed Rate Cuts vs. Election
27:27 Feddy Buying 2nd Mortgages?
28:18 URI
30:15 Top Signal: CNBC Talks Meltup
31:30 Nikkei vs. JPY
33:08 CCJ 34:50 Devils Advocate: Bullish Case
37:15 Annoying Background
38:25 Truck Drivers
39:20 "Mav, you're a criminal!"
42:42 "Mav, I have no balls!"
45:20 Capitulating At The Top
50:33 Berkshire vs. Dot Com Bubble
55:10 "What about now?"
59:30 Yield Curve Steepening
59:50 Rate Cuts & The End Of The Game