Im just tired of people not having the same thoughts or ideas feel the need to be emotionally violent. Its an emotional reaction, and im kind of here to tell everyone about how i feel about that.
I go over this weeks emotional, what appeared to be sell off and what stocks i am currently in. It goes without saying that this is not financial advise, but rather an illustration of how i move money.
In this episode, we unpack the latest market moves from Friday and Monday and what non-advisory steps to consider next. We then dive into the U.S.-China trade tensions and the broader implications for everyone. Finally, we reflect on how society pushes kids to act like adults while letting adults get away with acting like kids—and why emotional intelligence is the missing piece.
#YOTC #YearOfTHECow #MarketDiscipline #TradeWars #USChina #MacroMoves #EnergyIsTheLimiter #AIandEnergy #WarpCoreEconomics #BridgeCrewModel #StoicCapital
Everyone says the world’s too dangerous to raise kids — but the numbers tell a different story. From ancient childbirth to modern medicine, this episode pulls back the curtain on how far we’ve come and why today is, statistically, the safest time in human history to be a parent. Fear sells, but history humbles us.
Shedeur Sanders went from a projected top NFL draft pick to third-string quarterback on the most dysfunctional franchise in sports — the Cleveland Browns. His story isn’t about talent; it’s about perception, discipline, and the cost of distraction.
In this episode, we use Shedeur as a case study for life: how you carry yourself matters as much as what you can do. From the locker room to the workplace to relationships, being received as a distraction can derail even the most gifted. Talent opens the door, but energy and discipline keep you in the room.
Funny, sharp, and unapologetic — this is a lesson in why being benched isn’t always about ability, and how to avoid “third-string energy” in your own life.
This episode unpacks the double-edged world of imposters — the ones inside your head, and the ones posing as friends around you. We’ll break down the difference between imposter syndrome and imposter friends, why both can sabotage your growth, and how to self-diagnose the signs in yourself and your circle. It’s about cutting through doubt, spotting pretenders, and protecting your confidence.
Every conflict has a core question. For Israel, it’s not borders, not settlements, not politics. It’s survival. Does Israel have the right to exist? The way you answer that question doesn’t just shape the Middle East — it shapes how you see freedom, sovereignty, and human dignity everywhere else.
I'm not writing nothing -- listen or don't. Time to go to school!
Is AI really coming for your job, or is this justanother hype cycle. AI requires compute, energy, and training pipelines. Training GPT-4 level models can use ~1,000 MWh—enough to power 90 U.S. homes for a year.
Investor sentiment drives valuations. Nvidia’s P/E >40 vs. S&P 500 avg ~20 shows hype is baked in.
Regulation: SEC disclosures require firms to report AI risks; FTC investigates deceptive AI marketing. Energy regulators flag grid strain as adoption accelerates.
My final thoughts before my break from podcasting. Hopefully we can get a YouTube channel set up, but its evident audio formatting is a challenge.
Teaching your kid about credit is like teaching them todrive—except the crashes are invisible and the seatbelt is made of dollarsigns.
Here, we’ll set the stage: why it’s crucial to give kids a head start on credit, especially when the economy is doing a cha-cha between boom and bust.
For the better part of a decade, a movement has chipped away at America’s cultural backbone—relabeling, rebranding, and erasing pieces of history in the name of “progress.” From the Washington Redskins to Aunt Jemima, icons tied to real communities and cultural roots have been stripped away, replaced with hollow slogans and corporate tokenism. In this episode, we ask: does erasing the past help us, or does it hollow out the very soul of what it means to be American?
The Opening Hand
- U.S. firms still hold the technology ace — leading-edge AIchips.
- China is short-stacked but aggressively building its ownfab capacity.
- The 15% levy is the buy-in to stay in the China gamewithout being banned outright.
**Mic-Drop Joke:** We’re not just playing poker — we’reselling the other guy the deck, the chips, and the dealer’s manual.
The Deal Nobody Saw Coming
Technicals:
Nvidia & AMD agree to give 15% of AI chip export revenue to the U.S. government.
The chips in question: Nvidia’s H20 and AMD’s MI308 — high-end AI processors restricted under earlier security rules.
Deal follows a closed-door White House meeting between Jensen Huang and President Trump.
The 401k was never designed to be your soleretirement plan—it was meant to supplement pensions, not replace them.
Median 401k balance for people in their 60s?Around $112,000.
-Companies love 401ks because they offload all responsibility onto the employee
The Virtue Volcano: When Beauty Sparks OutrageThe American Eagle ad should’ve been just that—an ad. A beautiful model, a simple statement: “good genes.” But here comes the pitchfork parade, led by the purple-haired Twitter tribunal. Suddenly it’s a civil rights emergency because…a pretty person exists?
Tariff Tsunami: The Whales Forgot Their FloatiesThe market caught a headline about tariffs and immediately folded like a lawn chairin a windstorm. 35% on Canadian goods. 25% on Mexico. And the crowd goes wild—by “wild” I mean institutional investors projectile-vomiting theirportfolios into the ether.
Everything Code" theory—unpacking why traditional recessions might be a thing of the past in a world fueled by debt, liquidity cycles, and financial engineering. We explore how bond yields, the Fed’s constraints, and monetary expansion impact markets, and why Bitcoin, gold, and Ethereum are flashing signals for a new economic era. From interest payment traps to why the SPY may not build wealth, this podcast connects the dots between macro indicators and market behavior. It's a high-level but accessible roadmap for investors trying to decode where we’re headed next—and why everything feels rigged.
In this episode of Year of the Cow, we break down South Park’s latest billion-dollar swing at Donald Trump—and what it says about the future of media. As the show reclaims its crown as the sharpest satire on TV, Stephen Colbert’s late-night legacy may be crumbling under the weight of mergers, fatigue, and irrelevance. We explore why Trump can’t sue South Park, how Comedy Central bet big on irreverence, and what Colbert’s rumored exit means for old-school political comedy. It’s parody versus presidency, and only one seems to be aging well. Spoiler: it’s not the one with a desk.
Alright, listen up. You may not know this yet—but there are two names you need to learn if you give even half a damn about your rent, your retirement, or the price ofground beef. Jerome Powell. Scott Bessant.
These guys might not be on your news feed, but I promise you—they’re writing the rules to the game you’re playing every time you swipe a credit card, cash apaycheck, or try to buy a house.
Now I know what you’re thinking—'Great, another economics podcast...' But no. This isn’t Econ 101. This is a street-level breakdown of how the Fed and Treasury—two bureaucratic titans—are waging a quiet war over your wallet.
And if you’ve ever watched a good buddy cop movie—where one guy plays by the rules and the other’s always one step from getting fired—then congratulations: you already understand U.S. monetary policy.
One guy’s raising interest rates like they’re nun chucks. The other’s selling debt to pay for wars, bridges, and broken promises. They fight. They reconcile. And when they screw it up? We’re the ones cleaning up the mess. So yeah...today we’re diving deep into the Powell-Bessant dynamic. But not like a textbook. More like Lethal Weapon with a Bloomberg terminal. You don’t need a degree to follow along—but after this, you’ll never hear the word 'inflation' the same way again.
