May 29
1h 48m
Why are billion-dollar firms piling into Bitcoin and ETH (is SBET the MicroStrategy of ETH? 📈)? Plus: handling your money in a broke-government world, robot actuators, nanny costs, and nicotine’s grip.
Welcome to the Alfalfa Podcast 🌾 👉 http://alfalfapod.com
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Episode Highlights 👀🧠
📈 ETH's MicroStrategy Moment: SBET & the "Sailor of ETH" playbook
🎮 GameStop Bitcoin Buy Revisited: Smart Pivot or Meme Stock Madness?
🏛️ Macro Mayhem: Trump's Tariffs Struck Down, Government Budgets vs. YOURS
💸 Personal Finance Real Talk: Austerity, "Rich Life," Nanny Costs & Salary Security
🛡️ Financial Security: Salaried Employee vs. Business Owner – Who's REALLY Safer?
🤖 Robot Investing Part 2: Actuators are KING! Deep dive into the robotics supply chain
🤔 The Art of Observation vs. Judgment (and a touch of Joe Dirt)
Hit LIKE 👍 & SUBSCRIBE ✅ if you're ready for some financial deep dives and robot talk!
*Timestamps:*
· 00:00 - Intro Banter: Double Hot Dogs & Gum Flavored Old Fashioneds
· 01:38 - ZBiotics Sponsor Read & Inventory Anxiety
· 03:50 - Beach Talk: Sand vs. Bay, How Often Do You Go?
· 07:48 - Sailor of ETH: Shark Link Gaming (SBET) Buys $425M Ethereum
· 11:16 - Why Buy a Company That Holds ETH? The MicroStrategy Premium (MNAV)
· 17:39 - GameStop Buys Bitcoin - Repetitive Playbook?
· 20:24 - Profiting from MSTR Volatility: Selling Puts at 1.3 MNAV
· 22:57 - The "Main Character" Effect: Michael Saylor's Conviction
· 25:28 - Macro Update: Trump's Tariffs Struck Down by Federal Trade Court
· 29:09 - Doge Was Fake? Spending Bills, Tax Bills & Debt Spiral Fears
· 32:19 - Unraveling Pods & The Art of Bringing it Back on Rails
· 36:11 - Elon Musk on Government "Profligacy" & Personal Budgets
· 40:36 - Housing Costs & The "Paycheck to Paycheck" Rich
· 44:24 - Ramit Sethi's "Rich Life" & Warren Buffett's McDonald's Habit
· 48:48 - Financial Security: Salaried Employee vs. Business Owner?
· 52:34 - "Profit First" Philosophy & Taking Care of Yourself
· 58:12 - The Nanny Factor: Peace of Mind & Showing Up as Your Best Self
· 01:01:35 - The Nuance of Judging vs. Observing Others ("That's not me")
· 01:07:40 - Housing Costs: 28% Rule & Evolving Home Ownership Views
· 01:10:26 - Making Money vs. Keeping Money: Know Your Strengths
· 01:13:10 - Quitting Nicotine: The Pull, The Fear, The Withdrawal ("Dreadful")
· 01:25:58 - Robotics Investing Part 2: Actuators are 2/3rds of the Cost!
· 01:32:50 - The "Bridge" to Full Robot Autonomy: Human-Controlled Robots?
· 01:37:33 - Investing Strategy: Supply Chain vs. Consumer-Facing Robot Winners
· 01:46:31 - Outro: Daniel Tiger, Peppa Pig & Next Week's Plans
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