Episode Details

(01:49) Yen Carry Trade Debate
(07:18) Sanctions And Iran Pressure
(10:45) Dollar Power And Alternatives
(15:26) Stablecoins And Genius Act
(21:32) Why Treasuries Are A Bubble
(24:49) Gold Allocation And Momentum
(30:26) Physical Gold And Tail Risks
(37:55) No Return To Gold Standard
(41:25) Copper Silver And Timing
(46:19) Bitcoin Drawdown Explained
(51:14) Crypto Exposure And Tribes
(56:46) Cult Leaders and Bubbles
(57:54) Crypto Promises vs Reality
(01:00:25) Dollar Weaponization Hedge
(01:02:53) International Markets Surprise
(01:08:13) AI Volatility and Timing
(01:09:31) Davos and Realpolitik
(01:15:33) New York Populism Debate
(01:19:31) Debt Inflation and Real Assets
(01:27:13) Fed Chair Warsh Fallout
(01:32:54) AI Tools for Investing
(01:39:32) Family Office Allocation Fight
(01:47:53) Real Estate and Land Plays
(01:49:14) Land And Farmland Picks
(01:50:08) Owning Infrastructure Chokepoints
(01:51:07) Liquidity Versus Private Equity
(01:52:49) Munger Style Real Estate
(01:53:22) Hundred Trillion Company Debate
(01:55:31) Musk Empire Mark To Market
(01:57:28) Rotate To Value International
(01:59:20) Tesla Valuation Reality Check
(02:02:13) Private Markets Bubble Warning
(02:07:02) High Beta Bear Market
(02:08:41) International Winners And China
(02:10:16) Private Credit Due Diligence
(02:11:55) Industrials Too Expensive
(02:13:15) Global Stock Ideas List
(02:17:04) Humans Versus AI Jobs
(02:22:33) Family Office Themes To Watch
(02:23:27) Insurance And Boomer Trades
(02:26:59) Where To Follow And Connect
(02:29:21) Final Thanks And Outro

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