Episode Details

00:00 - Mandatory Retirement and Midterm Projections

01:35 - The 2028 Political Strategy: Break It Now, Fix It Later

02:29 - Geopolitics: Venezuela, Iran, and the Strait of Hormuz

05:20 - Oil Tactics and the Strategic Petroleum Reserve

07:16 - Theory of Mind: How Political Leaders Respond to Incentives

09:24 - Inflation Regime: PPI Data and Rising Commodity Costs

10:42 - Market Strategy: Shorting Brazil and Navigating Stagflation

13:44 - The "Copy Trading" Trap and Finding Real Value

15:59 - The OpenAI-Microsoft Conflict and Private Equity Red Flags

19:27 - Quarterly Options Expiration and Spring Wellness Tips

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