Anthony and Polina Pompliano discuss  why socialism — both explicit and implicit — 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.

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• 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