- "SpaceX vs Saudi Aramco" - https://youtu.be/yhRjvX_t4hc?t=74
- "The accounting trick" - https://youtu.be/yhRjvX_t4hc?t=218
- "Burning 1 Billion dollars a month" - https://youtu.be/yhRjvX_t4hc?t=666
- "The Capex vs ROI" - https://youtu.be/yhRjvX_t4hc?t=837
- "The free cash flow collapse" - https://youtu.be/yhRjvX_t4hc?t=936
- "History rhymes" - https://youtu.be/yhRjvX_t4hc?t=1094
- "The PE ratio fallacy danger" - https://youtu.be/yhRjvX_t4hc?t=1194
- "The semiconductors cycle" - https://youtu.be/yhRjvX_t4hc?t=1305
- "Negative market breadth" - https://youtu.be/yhRjvX_t4hc?t=1374
- "The big picture" - https://youtu.be/yhRjvX_t4hc?t=1461
- "Corporate earnings vs workers income" - https://youtu.be/yhRjvX_t4hc?t=1498
- "The oil inventories shock" - https://youtu.be/yhRjvX_t4hc?t=1577
- "The history to stock market concentration" - https://youtu.be/yhRjvX_t4hc?t=1818