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02:33 - What happened this week?
06:56 - Industry performance update
08:38 - An interesting inflection point
16:29 - The timing of tops vs. bottoms
21:25 - Why are people short today?
25:57 - How will AI affect the middle and upper class?
30:56 - Where are we at in the cycle?
36:11 - Karsan's outlook for earnings
39:25 - Passive vs. Active investing
44:25 - Expectations for OPEX in May
49:18 - What could change Karsan's bearish view?
52:22 - The debt problem
01:01:09 - A society in decline
01:03:46 - Thoughts on Gold
01:05:42 - Thanks for listening