Had a great conversation recently diving into the latest CPI figures and what that means for the Fed's next moves. The numbers tell an interesting story about where inflation is heading and how it could reshape policy decisions ahead.

But it's not just about interest rates and bond yields. We got into AI's ripple effects too—how it's fundamentally reshaping the way people learn, work, and build competitive advantages in their careers. It's wild how quickly things are changing on that front.

Of course, we couldn't skip bitcoin and how it fits into the broader macro picture. With all the economic uncertainty and policy shifts, crypto keeps coming up as a serious hedge consideration. The connection between traditional economics and digital assets is getting harder to ignore these days.