I Almost Flipped a Table at a Sushi Restaurant | Ep. 281

Arman reveals his new portfolio: 35% cash, heavy gold position, energy stocks—and why he sold all Bitcoin at $??K. Meanwhile, Eric explains why he almost flipped a table at a sushi restaurant over a DoorDash order gone wrong.

This week: A live portfolio breakdown, the Strait of Hormuz oil play, AI displacement theory, and the sushi incident that Eric's "third eye" barely stopped him from escalating.

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Timestamps:

00:00:00 - Eric: "I feel the blood... I'm going to go nuclear"

00:00:30 - Alfalfa #281 Intro

00:01:00 - Nick's absence and the two-man show

00:02:00 - The sushi restaurant incident — DoorDash order dispute

00:04:00 - Eric considered flipping the table; "police might come"

00:07:39 – Red Pill vs. Blue Pill Recap

00:18:06 – Sponsor Shoutout (Z Biotics)

00:25:50 - Arman's portfolio rebalancing story begins

00:28:00 - Why Arman sold Bitcoin at ~$100K (now ~$69K)

00:30:30 - Arman's current allocation: 35% cash, gold, XLE

00:30:56 - The Strait of Hormuz oil thesis to $130/barrel

00:41:54 - AI displacement: white-collar workers first, not blue-collar

00:48:21 - Will AI actually cause mass layoffs or just productivity gains?

01:25:18 - Nowruz traditions: fire-jumping and the seven S's

01:33:13 - Closing — Portfolio predictions and final thoughts

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