Watch: AI Money Machine, Small Cap Breakouts & Coffee Prices Surge

Filmed on October 24th, 2025, Ryan Mumy and Justin Greenhill break down the most critical market trends affecting your portfolio. In this episode, we analyze:

• • • How NVIDIA and OpenAI fuel the interconnected AI money machine
    • Forward P/E ratios approaching dot-com levels but with actual earnings
    • Record retail investor demand pushing assets into Schwab at 48% growth
    • US household equity allocations hitting all-time highs
    • Small caps breaking resistance and holding new support levels
    • International stocks potentially bottoming after years of underperformance
    • Taiwan Semiconductor's premium in US markets signaling strong sentiment
    • Brazil's rare earth reserves and the challenge of 15% interest rates
    • Fed reserve balance sheet drawdown and the shift to private credit markets
    • Credit spreads showing no signs of stress despite positioning extremes
    • Oil respecting key support levels amid supply narratives
    • Gold and silver hit with margin requirement increases at their peaks
    • Coffee prices surging across both Arabica and Robusta varieties

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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.