transcript
show notes
In this June 2026 Mailbag, Jason and Jeff dive into OZEM, the world’s first actively managed GLP-1 weight-loss drug ETF, debating whether its steep fees are worth outsourcing your portfolio research. They also explore how generative AI is shifting white-collar labor, detail exactly how they would allocate a surprise $250,000 windfall, and answer a critical valuation question on why pre-revenue player QuantumScape still commands a multi-billion dollar market cap.
03:36 Baseball Trash Talk
04:21 Mailbag GLP-1 ETF OZEM
08:04 Active ETF Pros and Cons
15:39 AI Disruption Question
16:37 SaaS and AI Native Future
20:58 AI in Construction and Trades
22:33 AI Productivity vs Disruption
24:07 AI Makes Us Dumber
27:19 Solid Power Overview
29:20 Battery Tech Commoditization
33:43 Windfall Money Plan
39:22 Spending vs Investing Choices
42:07 QuantumScape Market Cap
Companies mentioned: ABNB, BMW, DAVA, F, GOOG, GOOGL, HIMS, KNSL, LEN, LLY, MELI, META, NOW, NVDA, NVO, PFE, PYPL, QS, RKLB, SLDP, TTD
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