Embrace The Ponzi: Why Markets May Stay Elevated

From a dramatic friend-led intervention to close a massive crypto trade to the arrival of humanoid robots in our homes and why you must "embrace the Ponzi" market…

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Episode Highlights:

⚾ The Baseball Bat Intervention

🤖 The $20k Humanoid Robot

💸 A Trader's Raw Confession

📈 Embrace The Ponzi Market

🏭 NVIDIA: Too Big To Fail

💡 The Direct Indexing Alpha

💰 Why UBI is Inevitable

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Timestamps:

00:00 - Intro: Women & Dishwashers

03:50 - The Baseball Bat Intervention

06:20 - A Trader's Painful Confession

08:50 - Sponsor: ZBiotics

10:45 - Meet "Neo": The $20k Humanoid Robot

13:20 - The Human-Piloted Robot Debate

17:45 - Should You Buy The First Robot?

22:25 - "Nobody Cares About Privacy"

26:50 - The Dream: A Personal Robot Chef

34:00 - Are We In A Bubble?

35:45 - Is The Crypto Cycle Over?

41:30 - ETH & The "Shitcoin Index"

48:30 - Portfolio Strategy: AI & Robotics

51:30 - Alpha: Direct Indexing

59:00 - Embrace The Ponzi Market

01:01:20 - NVIDIA is "Too Big To Fail"

01:06:50 - The Inevitable Rise of UBI

01:17:15 - Outro

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