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I sat with @polinapompliano to discuss why socialism is the biggest threat to investor portfolios, and why the economy feels painful despite the stock market hitting all-time highs. We also discuss bitcoin, the Clarity Act, and Google's AI spending bet. YouTube: https://t.co/imRAZNFMRz Spotify: https://t.co/fpiBkfHVTG Apple: https://t.co/IFIFfyJaym TIMESTAMPS: 0:00 - Intro 0:52 - Interest rates, the Fed & the economy 6:28 - Why socialism is the #1 threat to investors 15:26 - Bitcoin price update & the Clarity Act 23:56 - AI's business model & Google's big bet 34:12 - Market sentiment, the cost-of-living crisis & gambling addiction 41:37 - Closing message: be nice