00:00 – The Fed’s New Policy Focus: Labor Over Inflation 00:45 – Friday’s Rally: Short-Covering and Temporary Euphoria? 02:43 – Historical Pattern: Lower Rates Often Precede Recessions 03:20 – Crypto Weakness: What Is BTC Signaling? 05:00 – Stock Setups Sparse, But China Looks Promising 06:45 – Quick Note on Affirm Holdings (AFRM) 07:45 – Was the Fed Shift a Surprise to Everyone? 08:45 – Entropy Arbitrage: Adapting to Structural Uncertainty