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

<p><strong>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.</strong></p><p><br></p><p>This week: A live portfolio breakdown, the Strait of Hormuz oil play, AI displacement theory, and the sushi incident that Eric&#39;s &quot;third eye&quot; barely stopped him from escalating.</p><p><br></p><p>Welcome to the Alfalfa Podcast 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠<a href="https://linktr.ee/alfalfapod" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠https://linktr.ee/alfalfapod⁠⁠⁠⁠</a>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ </p><p>Join the Alfalfa Community Discord 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠<a href="https://discord.gg/czHr62nvBY" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠https://discord.gg/czHr62nvBY⁠⁠⁠⁠</a>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ </p><p>Alfalfa Distilled Newsletter 🌾 👉 ⁠⁠⁠<a href="https://alfalfapod.beehiiv.com" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠https://alfalfapod.beehiiv.com⁠⁠⁠⁠</a></p><p><br></p><p>Timestamps:</p><p>00:00:00 - Eric: &quot;I feel the blood... I&#39;m going to go nuclear&quot;</p><p>00:00:30 - Alfalfa #281 Intro</p><p>00:01:00 - Nick&#39;s absence and the two-man show</p><p>00:02:00 - The sushi restaurant incident — DoorDash order dispute</p><p>00:04:00 - Eric considered flipping the table; &quot;police might come&quot;</p><p>00:07:39 – Red Pill vs. Blue Pill Recap</p><p>00:18:06 – Sponsor Shoutout (Z Biotics)</p><p>00:25:50 - Arman&#39;s portfolio rebalancing story begins</p><p>00:28:00 - Why Arman sold Bitcoin at ~$100K (now ~$69K)</p><p>00:30:30 - Arman&#39;s current allocation: 35% cash, gold, XLE</p><p>00:30:56 - The Strait of Hormuz oil thesis to $130/barrel</p><p>00:41:54 - AI displacement: white-collar workers first, not blue-collar</p><p>00:48:21 - Will AI actually cause mass layoffs or just productivity gains?</p><p>01:25:18 - Nowruz traditions: fire-jumping and the seven S&#39;s</p><p>01:33:13 - Closing — Portfolio predictions and final thoughts</p><p><br></p><p>💰Donate to the Pod: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠<a href="https://streamlabs.com/alfalfapod" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠https://streamlabs.com/alfalfapod⁠⁠⁠⁠</a>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ </p><p>🤝 Get Zbiotics (use code Alfalfa for 15% off): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠<a href="https://zbiotics.com/alfalfa" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠https://zbiotics.com/alfalfa⁠⁠⁠⁠</a>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ </p><p>🏷 Check out Eight Sleep: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠<a href="https://bit.ly/eightsleepalfalfa" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠https://bit.ly/eightsleepalfalfa⁠⁠⁠⁠</a>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (👉 Use code ALFALFA at checkout for a special discount.)</p><p><br></p><p>Follow the podcast: </p><p>Our website with all links -<a href="https://linktr.ee/alfalfapod" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠ https://linktr.ee/alfalfapod⁠⁠⁠⁠</a> </p><p>Spotify -<a href="https://open.spotify.com/show/3Y3il1BRVOZjqAbD0ensKq" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠ https://open.spotify.com/show/3Y3il1BRVOZjqAbD0ensKq⁠⁠⁠⁠</a>  Apple Podcasts -<a href="https://podcasts.apple.com/us/podcast/alfalfa/id1601752870" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠ https://podcasts.apple.com/us/podcast/alfalfa/id1601752870⁠⁠⁠⁠</a> </p><p>X/Twitter -<a href="https://twitter.com/alfalfapod" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠ https://twitter.com/alfalfapod⁠⁠⁠⁠</a> </p><p>Instagram -<a href="https://www.instagram.com/alfalfapodcast/" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠ https://www.instagram.com/alfalfapodcast/⁠⁠⁠⁠</a> </p><p>Threads -<a href="https://www.threads.com/@alfalfapodcast" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠ https://www.threads.com/@alfalfapodcast⁠⁠⁠⁠</a> </p><p>TikTok -<a href="https://www.tiktok.com/@