Nicole Lappin

So can you give us a sense of the VIX? We've been hearing a lot in the news lately. So when you say that the VIX is high around 50, what is it normally? And then you say that you look to cover some hedges. What do you mean by that?

Well, unless you're a long investor, like betting on the future, holding onto your investments for a long period of time, not trying to bet against the market. So when you say you see blood on the streets, including yours, what kind of blood have you been shedding? I hate saying that. I don't want you to shed blood.

Well, unless you're a long investor, like betting on the future, holding onto your investments for a long period of time, not trying to bet against the market. So when you say you see blood on the streets, including yours, what kind of blood have you been shedding? I hate saying that. I don't want you to shed blood.

Well, unless you're a long investor, like betting on the future, holding onto your investments for a long period of time, not trying to bet against the market. So when you say you see blood on the streets, including yours, what kind of blood have you been shedding? I hate saying that. I don't want you to shed blood.

Yeah. You had right at the beginning of the year, you shared the stocks that you were looking at for 2025. Yep. The acronym was CARB, which is making me hungry, but it was, right? Citi, Alibaba, United Rentals, Boeing, Energy, and Dell.

Yeah. You had right at the beginning of the year, you shared the stocks that you were looking at for 2025. Yep. The acronym was CARB, which is making me hungry, but it was, right? Citi, Alibaba, United Rentals, Boeing, Energy, and Dell.

Yeah. You had right at the beginning of the year, you shared the stocks that you were looking at for 2025. Yep. The acronym was CARB, which is making me hungry, but it was, right? Citi, Alibaba, United Rentals, Boeing, Energy, and Dell.

How do you feel about those picks moving into the second half of the year with everything we've seen in January?

How do you feel about those picks moving into the second half of the year with everything we've seen in January?

How do you feel about those picks moving into the second half of the year with everything we've seen in January?

With the success of your Alibaba pick, are you looking to double down more on Chinese DTC companies?

With the success of your Alibaba pick, are you looking to double down more on Chinese DTC companies?

With the success of your Alibaba pick, are you looking to double down more on Chinese DTC companies?

Have you looked at anything else or does anything else?

Have you looked at anything else or does anything else?

Have you looked at anything else or does anything else?

Does it worry you what's going on with the de minimis exemption? I'm assuming you've been following this being sunset for Chinese products next month.

Does it worry you what's going on with the de minimis exemption? I'm assuming you've been following this being sunset for Chinese products next month.

Does it worry you what's going on with the de minimis exemption? I'm assuming you've been following this being sunset for Chinese products next month.

Because there's this big push, especially on TikTok right now. And we did an episode about how Chinese companies are now trying to market to individual Americans to buy directly and skirt around the tariff stuff. I mean, I'm my, I don't know if you know, but my house burned down in the LA fire.