This podcast episode covers a wide range of topics including NFL player drops and investing, the importance of focusing on alpha in investing, Jamie Dimon's letter to shareholders, the rise of gold prices and its potential as an inflation hedge, Elon Musk's announcement of a potential robotaxi reveal, regulatory challenges facing Tesla's FSD technology, biggest positions in robotics for the hosts, concerns surrounding the upcoming release of GTA 6, the impact of AI on various industries, the potential impact of Zen on Philip Morris, Jordan's thoughts on On, Crocs, and HOKA stocks, a variety of miscellaneous topics including the April 15th tax deadline, the potential for a billion humanoid robots by 2040, and the impact of the market downturn on the podcasters' portfolios. The episode concludes with discussions on the dangers of excessive financial media consumption, the impact of a Twitter thread on social ARB investing, and the importance of investing in intelligence.
