Investors are worried about bond yields and oil prices but AI is accelerating so rapidly that traditional macro indicators do not matter. I sat down with @APompliano to unpack the current market outlook, the case for bitcoin, gold and land during an AI boom, and how the rise of AI agents impacts the bull case for bitcoin. We also discussed Pomp's new book, How to live an Extraordinary Life Vol. 2. TIMESTAMPS: 0:00 - Macro bears are wrong 5:53 - AI adoption reality check 8:23 - Bitcoin, gold, land 10:08 - $MSFT and $NFLX 14:31 - Barbell portfolio strategy 16:01 - How AI impacts $BTC 19:41 - Gold 20:43 - How to Live an Extraordinary Life Vol. 2 23:05 - The ego tax 24:02 - Procrastination is arrogance 25:19 - Amateurs built Noah's Ark