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Shoutout to Ark Invest https://ark-invest.com/ Cathie Wood and Brett Winton Twitter: @wintonARK 💰💰💰💰💰 Coupon code TheComeBack EXPIRING TODAY February 28, 2022: https://metkevin.com/join and INCLUDES daily, private livestreams with Kevin.

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00:00 The Fed and Inflation.
04:30 RoboTaxi & Tesla.
19:10 Battery Technology & Commodities.
28:00 Inflation & Productivity Shift.
41:00 Comparisons.
43:30 Recession & Yield Curve.
49:09 Palantir [PLTR].
51:00 Roku.
56:15 Intangibles and Human Capital.
1:01:00 Enphase, Palantir, Private, Affirm, NFTs.


Useful:
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📟Federal Reserve ONLY Videos https://metkevin.com/fed
🚀 The Meet Kevin Show: https://metkevin.com/podcast

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Investing
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