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I sat down with @DariusDale42 to break down whether Scott Bessent is bluffing the bond market, why stocks keep hitting highs, and why balancing the budget may be impossible. We also discuss the K-shaped economy, AI, bitcoin, and America's political realignment. YouTube: https://t.co/xehVSo9OPm Spotify: https://t.co/rxgHZ7wgxY Apple: https://t.co/QMaXVtqHrP TIMESTAMPS: 0:00 - Intro 0:47 - Is Scott Bessent bluffing the bond market? 7:34 - Druckenmiller's op-ed & Bessent's playbook 13:13 - Why stocks & bitcoin are near all-time highs 16:42 - Why balancing the budget is impossible & the impact 24:30 - Housing, young vs old & the lock-in effect 28:02 - Cut, grow, or print? 32:12 - How AI & bitcoin can level the playing field 36:15 - Social mobility & keeping up with the Joneses 39:00 - America's political realignment & future outlook 49:45 - Power, politics & the path forward