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00:00 - How’s your portfolio been faring over the summer?
02:00 - What to do with Essensys #ESYS &/or other problem stocks? 02:00
06:05 - LungLife AI #LLAI
10:55 - What’s the optimum ‘hit rate’?
20:10 - Significance of the US yield curve resteepening
22:25 - How is the 2% CPI target calculated?
24:50 - Belluscura #BELL
28:40 - Cake Box #CBOX
32:30 - Investment strategy for the rest of year
43:30 - Importance of the housing market
45:00 - How Justin’s portfolio has performed
49:50 - Continuous learning