Market Mondays is back with a breakdown of the biggest stories moving markets. We cover the bond market, what history says about stocks around midterm elections, warning signs from the VIX, and the biggest investing mistakes people are making right now.

We dive into NVIDIA ahead of earnings, Jensen Huang’s AI strategy, changing valuations, memory pricing, Micron, CrowdStrike, and the future of the AI trade. We also look at McDonald’s as an economic signal, CAVA vs. Chipotle, and why time in the market can beat constantly trading.

Plus, we close with audience questions and a rapid-fire This or That featuring Costco vs. McDonald’s, Tesla vs. BYD, Robinhood vs. Meta, Bloom Energy vs. JPMorgan, Google vs. Stryker, and more.

Chapters:
00:00 Welcome Back Updates
00:40 Blackout Recap
02:03 Pinstripe Fit Check
02:42 Skilla Baby Interview
05:17 Stock Club Announcements
06:14 Protecting Your Peace
11:05 Investing Facts Week
13:45 Bond Market Breakdown
19:46 Midterm Market Outlook
28:45 Gary Indiana Crisis
32:51 McDonalds Chart Talk
36:25 Fast Casual Economics
42:47 DOGE Reality Check
43:36 Nvidia Earnings Super Bowl
45:31 Why Beats Still Drop
47:34 Nvidia as AI Market Maker
49:44 Moat via Wall Street Partners
53:01 Open Source Countermove
55:29 Inside Nvidia Culture
01:00:33 Memory Trade Bull Case
01:06:25 Apple Pricing and Vision
01:12:15 VIX Warning Signals
01:17:27 Stop Trading Yourself Poor
01:18:48 Panic Buying and FOMO
01:21:09 Build the Portfolio Foundation
01:22:29 You Cant Beat Time
01:23:49 Time Beats Trading
01:24:48 Family Wealth Feuds
01:25:45 Iger Sports Deal
01:27:09 Lightning Round Returns
01:30:43 Costco Over McD
01:32:21 BYD Versus Tesla
01:34:56 Meta Versus Robinhood
01:40:58 Bloom Or JPM
01:42:59 Google Case For Moat
01:47:36 Audience Q Russell Bitcoin
01:50:28 Best Of Worst Picks
01:54:27 Wrap Up Health Prayers