So, I'm I'm going to give a plug to our research. It's been really interesting for me to watch uh our humanoid robot um research evolve because we've been saying this is really hard. It's really hard.It's 200,000 times harder or maybe I'm exaggerating than a robo taxi. Uh and this is going to take a long time. people are overestimate and yet I think given our latest research haven't we determined that it's possible especially if Elon's driving uh the program to to have a humanoid robot um fairly flexible hu ...

Greetings everyone. It is time for ARCs big ideas 2026 and I'm pretty excited about it and I have to tell you right up front I'm standing on the shoulders of the research team and actually the marketing team and compliance and you know really almost all the teams at ARC uh especially Katie Keith and Walker who spent eight hours to 16 hours a day in the last few days to uh really make this the final push. So very happy to introduce it to you again.Uh and so I'll go very quickly uh through uh what hit me uh a ...

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Welcome to the Brainstorm episode 116. We're very lucky we have Kathy here today because over the weekend, you know, there was some crazy news out there with Jerome Pal uh getting subpoenaed from the DOJ threatening criminal indictment. This seems like it's, you know, recently there's been a long line of issues and uh I'd say macroeconomic initiatives from Trump from no institutional investors being able to buy single family housing, a cap on credit card interest.So Nick, maybe you'll touch on that later. U ...

And you can see the duration of employment is also increasing. It's been at a high level and it now has gone from 20 weeks to roughly 25 weeks. And I think I said this on the last in the no.If you have to be unemployed, if that's just your lot at the moment, and if you think about it as an opportunity, not only to check out what's out there, what's available out there. I just showed you a chart saying there are some labor shortages, but also to start thinking about controlling your own destiny and learning ...

So you know earlier I mentioned that there's 26 million individuals that have aththeroscllerotic disease meaning they already have plaque buildup they're already at higher risk of future adverse events like heart attacks and 2/3 of them you know they have access to care but they're still not hitting guideline goals for their lipid levels. So that's about 17 million patients and so if you take 17 million patients and you multiply it by the value brace price of 165,000 what that means in terms of a total addr ...

And if you have a built-in battery in the device and you can run directly off of the battery voltage with a very close connection to the battery, you just have more power available to do stuff. And um you then don't have to resize all the legacy wiring in your house. You don't have to get permits. You don't have to really do anything.Like the device itself controls its own destiny from the power system basically. Um it can charge from the grid when it's cheap, clean, and abundant. And then the end user can ...

The big risk in the market's mind is that as the government both fiscal and monetary policy moves are towards easing will inflation take off again. That's the biggest question we face. We have a strong point of view on it.But the burden of proof is on us because inflation does seem to have been stuck in this 2 and a half to 3% range for a while now. So we have to answer that question and I think the biggest answer to the question is if uh real growth rates start accelerating now uh we believe inflation will ...

So you can see the impact on income levels here. So DPI is disposable personal income quarter quarter to quarter at an annualized rate. So without tax relief, Nancy and her team's estimate was that in the first quarter nominal disposable personal income, so that includes inflation was going to annualize in terms of growth at a 4% rate with tax relief.that will be a 10% annualized rate. And uh dropping down to the bottom line there, real disposable personal income. So that takes away inflation.What's the rea ...

As I've mentioned before, bull markets built on walls of worry tend to be the strongest and most durable bull markets. Of course, this year we had the trade turmoil and we've had another shutddter associated with the government shutdown and the lower liquidity in the system. But we've gotten past both both of those and we're hoping for a swish into the end of the year as many more people start thinking about what the economy will look like next year. ...