00:00 - Introduction and Market Overview
01:05 - Market Trends and Recent Movement
03:22 - Impact of Recent Volatility on Quantitative Funds
05:24 - Liquidity and Buyback Trends
09:50 - Corporate Buybacks and Market Impact
12:00 - Stock Performance and Breadth Analysis
13:15 - US Dollar Impact and Global Stocks
15:04 - Global Market Highlights and Stock Strategies
20:00 - Commodity Trends and Market Reactions
21:00 - Gold and Copper Market Insights
22:00 - Commodities vs. NASDAQ and Market Sentiment
23:00 - Earnings, Economic Landing, and Market Positioning
25:00 - Leadership Themes and Sector Performances
30:00 - Material Sector and Gold Stocks
31:00 - Energy Sector and Canadian vs. US Performance
33:00 - Consumer Sector and Defensive Stocks Analysis
34:00 - Technology Sector Performance and Portfolio Overview
40:58 - Gold Market Opportunities and Quality Investments
42:03 - Current Market Corrections and Sectors to Watch