In this episode, we sit down with Mark for another market update to unpack what's really driving the global economy, from US politics and interest rates to AI investing, healthcare, uranium, and navigating market volatility.

We discuss why headlines often distract investors from what actually matters: fundamentals, long-term thinking, and disciplined investing.

Key Takeaways:
• Why the US market still shapes global investing
• Trump, tariffs, and how uncertainty impacts markets
• Interest rates, inflation & what could happen next
• Is AI overhyped, or just getting started?
• Why healthcare and humanoid robotics could be major opportunities
• The "picks and shovels" approach to AI investing
• Uranium, energy demand & the future of nuclear
• Market cycles, loss aversion & avoiding emotional decisions
• Why consistency and compounding matter in long-term investing

If markets feel uncertain right now, this episode is a reminder to zoom out, focus on fundamentals, and stay disciplined.

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