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Elon's telling you fast and powerful.

That's what AI is.

And so the capital structure is not built for that.

The capital structure of this economy is built for slow. I think people

have to be prepared that we're at the beginning of what is going to be an incredibly volatile period

that has no historical precedent. The truest AI trade is Bitcoin. And the reason is because eventually

what's going on, guys, today we got a great conversation with Jordi Visser. In this conversation, we talk about what's going on in the U.S. economy, the jobs report, what the Fed is likely to do in the coming months, how the Iran conflict, Venezuela, Cuba, and much more should impact your portfolio. And then we talk about AI, software, hardware, and how exactly is all of the titanic shifts going on in financial markets going to impact your portfolio. This conversation we cover a lot. Jordie and I have a lot of fun. We even throw in some book recommendations that you may enjoy picking up at your local bookstore. Here's my latest conversation with Jordie Visser. All right, Jordie, I thought a great place to start the conversation this week is the U.S. economy right now is in a very weird place. It's very confusing to a lot of investors. You have a jobs report that just came out this week that shows the U.S. has pretty much not gained any jobs according to the official data since April of last year. You also have the Iran conflict that's going on. And I think people thought that oil was going to explode higher, that the stock market was going to be very volatile. And those things haven't really happened in the way that people thought they were going to happen. You've got a Fed who's not cutting rates. And you also have, I think, investors who are trying to figure out what is the value of these software companies in the public market and how to think about the S&P 500. When we just kind of zoom out for a second, what is the current state of the U.S. economy? And like, do you think that the economy is strong? Or do you think that the economy is like teetering on a lot of problems? I'm going to tell you when we start this. Normally, you know, there's there's a few things to talk about. You just threw like a lot

in there. There's a lot for people to think about and talk about. And there's some statements like

oil hasn't gone up higher, but gas at the pump is up 55 cents in less than two months. And it's up for the week i think 33 cents so all this is happening fast

here's the thing about the economy it has been a an economy that has had two parts now for

really since 2022 once we raised rates significantly and the housing market died,

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