00:00 – Introduction
02:52 – What is Track Record, Model Portfolio Themes & Review of Trade Calls
14:00 – How do we Trade?
17:24 – What is Artificial Intelligence (AI)?
29:29 – Building Blocks of AI
30:25 – Semiconductor Chips
42:28 – Data: Tech can be bought, but access to data is key!
53:18 – How AI Crushes the Old School
56:33 – How to Position Yourself
1:03:22 – Q&A
00:00 – Introduction
05:34 – What is Track Record, Model Portfolio Themes & Review of Trade Calls
13:37 – How do we Trade?
16:05 – The Concept of Asymmetry
23:00 – Why Options is a Tool to Create Outsized Returns?
25:47 – How Many Ways to Get Long a Stock?
33:23 – Why are Options Complicated?
51:18 – How Retail Traders Go Broke with Options?
1:01:47 – How We Trade Options
1:13:14 – Rules of Thumb
1:23:40 – Choosing Options using an Example
1:37:29 – Q&A
00:03 – Welcome by Nicholas Koh
06:38 – Model Portfolio Themes & Review of Trade Calls
14:59 – How do we Trade?
19:00 – What is the Fed’s current stance?
36:30 – How does Carbon Neutrality impact the markets?
49:08 – What is the truth about Clean Energy?
1:03:05 – Where does Traditional Energy Sources stand?
1:14:36 – Addition of New Stock
1:14:52 – Model Portfolio Performance
1:20:34 – Q&A
