I sat down with @jvisserlabs to discuss why the stock market keeps hitting all-time highs despite bad news, why AI and biotech are under-appreciated, how Eli Lilly's AI partnerships could transform longevity and chronic disease, and where Jordi thinks you need to position your portfolio to actually compound in an exponential world. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:35 - Why markets keep hitting all-time highs despite bad news 10:30 - Consumer confidence, savings rate & what it means 16:02 - Running the economy hot — who wins and who loses 19:30 - AI + biotech: why Eli Lilly is the sleeper story 31:27 - How AI will improve education, finance & health 38:48 - Why your wealth manager may be failing you in the exponential era $LLY