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 #MarketMondays #Investing #StockMarket #NVIDIA #NVDA #AI #Bitcoin #Trading #Finance #Wealth #EarnYourLeisure