Alfalfa Podcast College ROI is Zero + The Triple-Levered Portfolio + The New Alt-Right | Ep. 254
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Aug 22, 2025 Discover the intriguing dynamics of gender and employment as college ROI is scrutinized, revealing stark contrasts between male and female graduates. Explore an unconventional sales hack that leverages visual appeal, showcasing how attractiveness can boost marketing strategies. Dive into the rise of alternative right-wing ideologies, examining their influence on Gen-Z. Finally, unpack the societal impacts of increasing extremism and the implications of deplatforming in modern social movements.
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AI Snippets Threaten Publisher Ad Revenue
- Publishers that rely on Google organic traffic face a structural risk as LLMs and AI snippets reduce click-through rates.
- Reduced clicks compress ad ROI even if measured search volume stays flat or rises.
Hedge Market Risk With Futures Not Naked Puts
- Don't buy naive put insurance if you aren't an experienced options trader; consider hedging with index futures instead.
- Use futures like NQ or ES to hedge price exposure without making a volatility bet.
Buy Cheap Tail Protection Via Levered ETF Puts
- If you want catastrophe-style protection, buy long-dated out-of-the-money puts on a high-beta levered ETF like TQQQ instead of SPY puts.
- Alternatively buy VIX calls to hedge a volatility spike tied to price drops.