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.Welcome to the Alfalfa Podcast 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the Alfalfa Community Discord 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/czHr62nvBY⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alfalfa Distilled Newsletter 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠https://alfalfapod.beehiiv.com⁠⁠⁠⁠Timestamps:00:00:00 - Eric: "I feel the blood... I'm going to go nuclear"00:00:30 - Alfalfa #281 Intro00:01:00 - Nick's absence and the two-man show00:02:00 - The sushi restaurant incident — DoorDash order dispute00:04:00 - Eric considered flipping the table; "police might come"00:07:39 – Red Pill vs. Blue Pill Recap00:18:06 – Sponsor Shoutout (Z Biotics)00:25:50 - Arman's portfolio rebalancing story begins00:28:00 - Why Arman sold Bitcoin at ~$100K (now ~$69K)00:30:30 - Arman's current allocation: 35% cash, gold, XLE00:30:56 - The Strait of Hormuz oil thesis to $130/barrel00:41:54 - AI displacement: white-collar workers first, not blue-collar00:48:21 - Will AI actually cause mass layoffs or just productivity gains?01:25:18 - Nowruz traditions: fire-jumping and the seven S's01:33:13 - Closing — Portfolio predictions and final thoughts💰Donate to the Pod: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://streamlabs.com/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🤝 Get Zbiotics (use code Alfalfa for 15% off): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zbiotics.com/alfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🏷 Check out Eight Sleep: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/eightsleepalfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (👉 Use code ALFALFA at checkout for a special discount.)Follow the podcast: Our website with all links -⁠⁠⁠⁠ https://linktr.ee/alfalfapod⁠⁠⁠⁠ Spotify -⁠⁠⁠⁠ https://open.spotify.com/show/3Y3il1BRVOZjqAbD0ensKq⁠⁠⁠⁠  Apple Podcasts -⁠⁠⁠⁠ https://podcasts.apple.com/us/podcast/alfalfa/id1601752870⁠⁠⁠⁠ X/Twitter -⁠⁠⁠⁠ https://twitter.com/alfalfapod⁠⁠⁠⁠ Instagram -⁠⁠⁠⁠ https://www.instagram.com/alfalfapodcast/⁠⁠⁠⁠ Threads -⁠⁠⁠⁠ https://www.threads.com/@alfalfapodcast⁠⁠⁠⁠ TikTok -⁠⁠⁠⁠ https://www.tiktok.com/@alfalfaodcast⁠⁠⁠⁠Follow the hosts: Arman Assadi -⁠⁠⁠⁠ https://linktr.ee/armanassadi⁠⁠⁠⁠ Eric Johanson -⁠⁠⁠⁠ https://twitter.com/crypto_cfa⁠⁠⁠⁠ Nick Urbani -⁠⁠⁠⁠ https://twitter.com/NUrbani⁠⁠⁠⁠ Disclaimer: The views expressed by hosts, guests, and representatives don't reflect any associated institutions or organizations, and shouldn't be taken as financial or investment guidance. All information provided doesn't consider individual circumstances. We encourage independent legal, financial, and professional consultation before making decisions related to this cont