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America’s Affordability Crisis, Zohran Mamdani, Trump's Economy, & Crypto’s Lost Momentum​

Dec 23, 2025
Mike and I discuss why we're "nervous bulls" on markets—with the Fed cutting rates and Trump pumping money into the economy, valuations look attractive, but an exploding wealth inequality gap and growing political backlash could trigger a revolution that ends the bull market. We dive into housing affordability (half of America earns below what's needed to buy a home), tokenization's global impact, Abu Dhabi's rise as a financial hub, and what economic warning signs would make us turn bearish.

27:11
 
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