Three Phases of AI & CapEx Durability

From the secrets behind Shohei Ohtani’s 64-square goal-setting framework to a comprehensive breakdown of Nvidia's earnings and the durability of the AI bull market. We also debate Scott Galloway's controversial take on why the anti-alcohol movement and remote work might be the worst things to happen to young men...

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Episode Highlights:
⚾ Shohei Ohtani’s "Mandala Chart" & The Science of Goal Setting
🚀 NVIDIA Earnings: Is the AI "Supercycle" Just Beginning?
🧠 The Reticular Activating System: Manifestation vs. Focus
📉 Peter Thiel Sells: Smart Money Moves or Missed Opportunity?
🍺 Scott Galloway’s Take: Does Anti-Alcohol Culture Hurt Men?
🏢 Remote Work: Freedom or a Trap for Young Professionals?

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Timestamps:
00:00 – Intro: Airline scams & First Class vs. Frontier
02:40 – Zbiotics & Formula 1 Las Vegas hype
07:00 – F1: The "Rich Man's Golf" & The Engineering Battle
11:30 – Shohei Ohtani’s Goal Setting Framework (The Harada Method)
18:30 – The Reticular Activating System & Manifestation
23:20 – Ohtani’s "Life Plan": World Series, Kids, and Timing
34:00 – Why you should visualize Risk, not just Success
36:30 – NVIDIA Earnings Deep Dive: Is the party over?
41:10 – The Bull Case for Google as an AI sleeper pick
50:00 – The 3 Phases of AI: Generative, Agentic, Physical
01:04:00 – Market Sentiment: Why is Peter Thiel selling?
01:09:50 – Politics & Markets: Trump’s approval & The "K-Shaped" Economy
01:21:00 – Building an Investment Basket: Gold, AI, & Nat Gas
01:23:40 – Scott Galloway: Is Remote Work & Sobriety killing male bonding?
01:35:00 – Outro: Friendship & The Office

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