AI, Staying Close to the Trump Hose, and Japan

Plus an appearance with my buddy Le Shrub on the Market Huddle out today

I hope everyone is enjoying a nice weekend. I’m juggling a few different subjects at the moment, but I wanted to flag a few things that are on my mind as we all try to unwind and relax over (hopefully) a quiet weekend.

• The AI Narrative is Turning

• Don’t Fight the Trump Hose

• Japan

I’m also delighted to share that my great friend Le Shrub and I joined our pal Kevin Muir for a joint discussion on the Market Huddle released this morning. I had a ton of fun with this discussion (taped Friday morning), and I hope you enjoy it! You can find it here.

Jumping right in…