Uploaded May 2026 | Updated September 2026, 3 weeks ago
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Gusto: Try Gusto for FREE for 3 months at gusto.com/ICED
Shopify: Sign up for a $1 per month trial period at shopify.com/ich
Follow Chris Camillo Here: @DumbMoneyLive
Sign up for our new website to be an early user! extradollar.com
Apply for The Index Membership: entertheindex.com
Timestamps:
00:00:00 - Intro
00:01:01 - $8-Figure Trades & His $5.5M Single-Day Win
00:05:34 - The Three Waves of the AI Super Cycle
00:07:34 - Trimming Bloom, Loading Up on Amazon (4 Ways It Wins)
00:12:50 - HIMS Sponsor / Robinhood as the Other Conviction Pick
00:17:54 - Margin, Dry Powder & Pressing Into Drawdowns
00:20:44 - The Coconut Water Trade He Missed (Vita Coco)
00:22:46 - Sweet Green Wraps: The Next Social Arb Play
00:25:32 - Moving Markets with Tweets & His Ethics Rule
00:28:44 - SanDisk, Memory Chips & "Trade of a Lifetime"
00:31:02 - Airbnb Sponsor / How the Average Person Should Invest in 2026
00:34:42 - What Counts as a "Risk Asset"
00:37:02 - Gusto Sponsor / The Time His Portfolio Was Down 70%
00:41:05 - Michael Burry & the Bear Case Rebuttal
00:44:57 - Treasury Yields, Layoff Risk & Why AI Trumps the Fed
00:49:22 - Ken Griffin Just Realized What's Coming
00:52:25 - Anyone Can Now Operate Like a Hedge Fund
00:54:40 - Shopify Sponsor / The $500K-a-Year AI Implementer Path
01:00:20 - Bill Perkins Rebuilds a Website in 45 Minutes
01:03:40 - Why Podcasting Survives the AI Wave
01:08:00 - Spotting AI Content & The Rise of Live Events
01:10:53 - The Swatch x AP Frenzy (And Why He's Not Heavy in the Stock)
01:18:10 - Pokรฉmon, Manga & The Collectibles Arbitrage
01:24:18 - Most Controversial Investing Philosophy & The SpaceX Mistake
01:28:35 - Why Anthropic Wins + His Bitcoin Take
01:30:57 - Best Founders: Andy Jassy & Amazon's AI Catch-Up
01:33:25 - Elon vs. OpenAI: Why He Saw the Loss Coming
01:35:36 - Advice to His Kids: Skip College, Travel, Build Relationships
01:40:54 - Why Chasing Bigger Numbers Doesn't Make You Happy
01:44:48 - When Does More Money Stop Mattering? Flying Private & Disconnecting
01:49:31 - Foundations Over Trust Funds & MrBeast in Ghana
01:55:34 - Portfolio Review: Jack's Account (8/10)
01:59:39 - Portfolio Review: Graham's Account (6.5/10)
02:04:44 - Tier List: Amazon, Apple, Bloom, GameStop & The Bitcoin Debate
02:08:38 - Tier List: Nvidia, Robinhood, Sweet Green, MicroStrategy
02:11:05 - Tier List: TQQQ, Tesla, Microsoft
02:13:52 - Tier List: Lululemon, Meta, Palantir, Swatch & Wrap-Up
*๐๐ข๐ก๐ก๐๐๐ง ๐ช๐๐ง๐ ๐จ๐ฆ*
๐๐: instagram.com/icedcoffeehour
๐๐๐๐: instagram.com/jlsselby
๐๐ฅ๐๐๐๐ : instagram.com/gpstephan
๐๐น๐ถ๐ฝ๐ ๐๐ต๐ฎ๐ป๐ป๐ฒ๐น: youtube.com/c/TheIcedCoffeeHourClips
๐ซ.๐ฐ๐ผ๐บ: https://x.com/TheICHpodcast
๐ง๐ถ๐ธ๐ง๐ผ๐ธ: tiktok.com/@theicedcoffeehour
๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐: open.spotify.com/show/5c2uoXBQkOjIiCOf60jJj7
๐๐ฝ๐ฝ๐น๐ฒ: podcasts.apple.com/us/podcast/the-iced-coffee-hour/id1515070058
For sponsorships or business inquiries reach out to: icedcoffeehourpartnerships@gmail.com
For Podcast Inquiries, please DM @icedcoffeehour on Instagram!
*Some of the links and other products that appear on this video are from companies which Graham Stephan & Jack Selby will earn an affiliate commission or referral bonus. Graham Stephan & Jack Selby are part of an affiliate network and receives compensation for sending traffic to partner sites. The content in this video is accurate as of the posting date. Some of the offers mentioned may no longer be available.
HIMS: Get personalized and affordable care for Hair Loss, ED, Weight Loss, and more at Hims.com/ICED
Airbnb: Find a co-host at airbnb.com/host
Gusto: Try Gusto for FREE for 3 months at gusto.com/ICED
Shopify: Sign up for a $1 per month trial period at shopify.com/ich
Follow Chris Camillo Here: @DumbMoneyLive
Sign up for our new website to be an early user! extradollar.com
Apply for The Index Membership: entertheindex.com
Timestamps:
00:00:00 - Intro
00:01:01 - $8-Figure Trades & His $5.5M Single-Day Win
00:05:34 - The Three Waves of the AI Super Cycle
00:07:34 - Trimming Bloom, Loading Up on Amazon (4 Ways It Wins)
00:12:50 - HIMS Sponsor / Robinhood as the Other Conviction Pick
00:17:54 - Margin, Dry Powder & Pressing Into Drawdowns
00:20:44 - The Coconut Water Trade He Missed (Vita Coco)
00:22:46 - Sweet Green Wraps: The Next Social Arb Play
00:25:32 - Moving Markets with Tweets & His Ethics Rule
00:28:44 - SanDisk, Memory Chips & "Trade of a Lifetime"
00:31:02 - Airbnb Sponsor / How the Average Person Should Invest in 2026
00:34:42 - What Counts as a "Risk Asset"
00:37:02 - Gusto Sponsor / The Time His Portfolio Was Down 70%
00:41:05 - Michael Burry & the Bear Case Rebuttal
00:44:57 - Treasury Yields, Layoff Risk & Why AI Trumps the Fed
00:49:22 - Ken Griffin Just Realized What's Coming
00:52:25 - Anyone Can Now Operate Like a Hedge Fund
00:54:40 - Shopify Sponsor / The $500K-a-Year AI Implementer Path
01:00:20 - Bill Perkins Rebuilds a Website in 45 Minutes
01:03:40 - Why Podcasting Survives the AI Wave
01:08:00 - Spotting AI Content & The Rise of Live Events
01:10:53 - The Swatch x AP Frenzy (And Why He's Not Heavy in the Stock)
01:18:10 - Pokรฉmon, Manga & The Collectibles Arbitrage
01:24:18 - Most Controversial Investing Philosophy & The SpaceX Mistake
01:28:35 - Why Anthropic Wins + His Bitcoin Take
01:30:57 - Best Founders: Andy Jassy & Amazon's AI Catch-Up
01:33:25 - Elon vs. OpenAI: Why He Saw the Loss Coming
01:35:36 - Advice to His Kids: Skip College, Travel, Build Relationships
01:40:54 - Why Chasing Bigger Numbers Doesn't Make You Happy
01:44:48 - When Does More Money Stop Mattering? Flying Private & Disconnecting
01:49:31 - Foundations Over Trust Funds & MrBeast in Ghana
01:55:34 - Portfolio Review: Jack's Account (8/10)
01:59:39 - Portfolio Review: Graham's Account (6.5/10)
02:04:44 - Tier List: Amazon, Apple, Bloom, GameStop & The Bitcoin Debate
02:08:38 - Tier List: Nvidia, Robinhood, Sweet Green, MicroStrategy
02:11:05 - Tier List: TQQQ, Tesla, Microsoft
02:13:52 - Tier List: Lululemon, Meta, Palantir, Swatch & Wrap-Up
*๐๐ข๐ก๐ก๐๐๐ง ๐ช๐๐ง๐ ๐จ๐ฆ*
๐๐: instagram.com/icedcoffeehour
๐๐๐๐: instagram.com/jlsselby
๐๐ฅ๐๐๐๐ : instagram.com/gpstephan
๐๐น๐ถ๐ฝ๐ ๐๐ต๐ฎ๐ป๐ป๐ฒ๐น: youtube.com/c/TheIcedCoffeeHourClips
๐ซ.๐ฐ๐ผ๐บ: https://x.com/TheICHpodcast
๐ง๐ถ๐ธ๐ง๐ผ๐ธ: tiktok.com/@theicedcoffeehour
๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐: open.spotify.com/show/5c2uoXBQkOjIiCOf60jJj7
๐๐ฝ๐ฝ๐น๐ฒ: podcasts.apple.com/us/podcast/the-iced-coffee-hour/id1515070058
For sponsorships or business inquiries reach out to: icedcoffeehourpartnerships@gmail.com
For Podcast Inquiries, please DM @icedcoffeehour on Instagram!
*Some of the links and other products that appear on this video are from companies which Graham Stephan & Jack Selby will earn an affiliate commission or referral bonus. Graham Stephan & Jack Selby are part of an affiliate network and receives compensation for sending traffic to partner sites. The content in this video is accurate as of the posting date. Some of the offers mentioned may no longer be available.
