"Phase Two of AI: Who’s Got Staying Power?" | Protect the Pile: Episode 3

[Music] All right, welcome back to the Protect the Pile, the nononsense investment show where we dissect the current landscape, debate the opportunities and risks, and help you navigate the markets using the hedgei risk framework and lots of real-world experience all focused on helping you protect and grow the pile. I am Patrick Kent or RPK of Hedgei Asset Management and with me as always, three times in uh is Sam Ramen, portfolio manager and colleague at Hedgei Asset Management. Hey Sam, morning Patrick. How are you, RPK? I’m well. How are you, RPK? I’m well. Alright. I’m just going to do a little level setting, get the discussion going, then we’ll chat for a bit, and then we’ll get into the news. Friday, December 5th. The S&P 500 is at 6876 or so as we start the recording. Equities have staged a nice comeback over the last 10 days. Risk range on the S&P 500 kind of moving back to bullish trade and trend. 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