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Alfalfa Podcast

Alfalfa Podcast

By: Arman Assadi Nick Urbani and Eric Johanson
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 Three entrepreneur and investor friends swimming in the messy grey, seeking the edge in money and meaning 🌾 Join Arman Assadi, Nick Urbani, and Eric Johanson live every Wednesday at 5 PM Pacific (PST). We are a community first and have been called "the best place on the internet". Hop into the intellectual sh*tshow that is our Discord community for daily shenanigans and thought-provoking conversations with like-minded humans. 👉 All links and socials at alfalfapod.comArman Assadi, Nick Urbani, and Eric Johanson Politics & Government
Episodes
  • I Almost Flipped a Table at a Sushi Restaurant | Ep. 281

    I Almost Flipped a Table at a Sushi Restaurant | Ep. 281
    Mar 27 2026
    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.This week: A live portfolio breakdown, the Strait of Hormuz oil play, AI displacement theory, and the sushi incident that Eric's "third eye" barely stopped him from escalating.Welcome to the Alfalfa Podcast 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the Alfalfa Community Discord 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/czHr62nvBY⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alfalfa Distilled Newsletter 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠https://alfalfapod.beehiiv.com⁠⁠⁠⁠Timestamps:00:00:00 - Eric: "I feel the blood... I'm going to go nuclear"00:00:30 - Alfalfa #281 Intro00:01:00 - Nick's absence and the two-man show00:02:00 - The sushi restaurant incident — DoorDash order dispute00:04:00 - Eric considered flipping the table; "police might come"00:07:39 – Red Pill vs. Blue Pill Recap00:18:06 – Sponsor Shoutout (Z Biotics)00:25:50 - Arman's portfolio rebalancing story begins00:28:00 - Why Arman sold Bitcoin at ~$100K (now ~$69K)00:30:30 - Arman's current allocation: 35% cash, gold, XLE00:30:56 - The Strait of Hormuz oil thesis to $130/barrel00:41:54 - AI displacement: white-collar workers first, not blue-collar00:48:21 - Will AI actually cause mass layoffs or just productivity gains?01:25:18 - Nowruz traditions: fire-jumping and the seven S's01:33:13 - Closing — Portfolio predictions and final thoughts💰Donate to the Pod: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://streamlabs.com/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🤝 Get Zbiotics (use code Alfalfa for 15% off): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zbiotics.com/alfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🏷 Check out Eight Sleep: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/eightsleepalfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (👉 Use code ALFALFA at checkout for a special discount.)Follow the podcast: Our website with all links -⁠⁠⁠⁠ https://linktr.ee/alfalfapod⁠⁠⁠⁠ Spotify -⁠⁠⁠⁠ https://open.spotify.com/show/3Y3il1BRVOZjqAbD0ensKq⁠⁠⁠⁠ Apple Podcasts -⁠⁠⁠⁠ https://podcasts.apple.com/us/podcast/alfalfa/id1601752870⁠⁠⁠⁠ X/Twitter -⁠⁠⁠⁠ https://twitter.com/alfalfapod⁠⁠⁠⁠ Instagram -⁠⁠⁠⁠ https://www.instagram.com/alfalfapodcast/⁠⁠⁠⁠ Threads -⁠⁠⁠⁠ https://www.threads.com/@alfalfapodcast⁠⁠⁠⁠ TikTok -⁠⁠⁠⁠ https://www.tiktok.com/@alfalfaodcast⁠⁠⁠⁠Follow the hosts: Arman Assadi -⁠⁠⁠⁠ https://linktr.ee/armanassadi⁠⁠⁠⁠ Eric Johanson -⁠⁠⁠⁠ https://twitter.com/crypto_cfa⁠⁠⁠⁠ Nick Urbani -⁠⁠⁠⁠ https://twitter.com/NUrbani⁠⁠⁠⁠ Disclaimer: The views expressed by hosts, guests, and representatives don't reflect any associated institutions or organizations, and shouldn't be taken as financial or investment guidance. All information provided doesn't consider individual circumstances. We encourage independent legal, financial, and professional consultation before making decisions related to this content.
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    1 hr and 36 mins
  • Stop Fighting Reality: Why the Blue Pill Wins | Ep. 280

    Stop Fighting Reality: Why the Blue Pill Wins | Ep. 280
    Mar 19 2026
    We dissect how a personalized AI therapist exposed the root cause of modern stress stacking. Plus, we explore "The Cypher Dilemma"—are we rapidly approaching a point where consciously choosing the Matrix is the most logical move for survival?Welcome to the Alfalfa Podcast 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the Alfalfa Community Discord 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/czHr62nvBY⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alfalfa Distilled Newsletter 🌾 👉 ⁠⁠⁠⁠⁠⁠https://alfalfapod.beehiiv.com⁠⁠⁠This episode is a journey from highly practical stress-management frameworks, utilizing Claude Opus to uncover the "Five Whys" of anxiety, to the staggering economic implications of Nvidia's $1 Trillion AI compute backlog. We debate Ray Dalio's geopolitical warnings regarding the Strait of Hormuz, crypto's ongoing UI/UX nightmares, and dive deep into a philosophical breakdown of The Matrix. Ultimately, we ask if choosing the "Blue Pill" will soon be the ultimate strategy for navigating an age of exponential abundance and dystopia.Timestamps:00:00 - Alfalfa #280 Intro03:49 - Attacking age 40 & post-child reality15:30 - The AI Therapy Session: Claude 3 Opus21:47 - The "Five Whys" Stress Audit Framework45:40 - ZBiotics Sponsor48:29 - Nvidia GTC Keynote & The $1 Trillion Compute Backlog57:27 - Jensen Huang’s 5-Layer AI Cake01:12:06 - Ray Dalio’s "Final Battle" & Global Turbulence01:18:38 - Crypto's $50M Fat Finger & The Coinstar Problem01:26:48 - The Cypher Dilemma: Conscious Bliss vs. Ignorance01:38:19 - Red Pill vs Blue Pill in Modern Politics & Tech02:00:14 - Opting out to the Metaverse Simulation02:11:19 - Teasing Live Audience Call-ins💰Donate to the Pod: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://streamlabs.com/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🤝 Get Zbiotics (use code Alfalfa for 15% off): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zbiotics.com/alfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🏷 Check out Eight Sleep: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/eightsleepalfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (👉 Use code ALFALFA at checkout for a special discount.)Follow the podcast: Our website with all links -⁠⁠⁠ https://linktr.ee/alfalfapod⁠⁠⁠ Spotify -⁠⁠⁠ https://open.spotify.com/show/3Y3il1BRVOZjqAbD0ensKq⁠⁠⁠ Apple Podcasts -⁠⁠⁠ https://podcasts.apple.com/us/podcast/alfalfa/id1601752870⁠⁠⁠ X/Twitter -⁠⁠⁠ https://twitter.com/alfalfapod⁠⁠⁠ Instagram -⁠⁠⁠ https://www.instagram.com/alfalfapodcast/⁠⁠⁠ Threads -⁠⁠⁠ https://www.threads.com/@alfalfapodcast⁠⁠⁠ TikTok -⁠⁠⁠ https://www.tiktok.com/@alfalfaodcast⁠⁠⁠Follow the hosts: Arman Assadi -⁠⁠⁠ https://linktr.ee/armanassadi⁠⁠⁠ Eric Johanson -⁠⁠⁠ https://twitter.com/crypto_cfa⁠⁠⁠ Nick Urbani -⁠⁠⁠ https://twitter.com/NUrbani⁠⁠⁠ Disclaimer: The views expressed by hosts, guests, and representatives don't reflect any associated institutions or organizations, and shouldn't be taken as financial or investment guidance. All information provided doesn't consider individual circumstances. We encourage independent legal, financial, and professional consultation before making decisions related to this content.
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    2 hrs and 14 mins
  • I'm More Addicted to This Than Nicotine | Ep. 279

    I'm More Addicted to This Than Nicotine | Ep. 279
    Mar 12 2026
    Are we heading toward a future where the government "nationalizes" AI models? In this episode, we explore the high-stakes intersection of defense, finance, and the "nationalization" risk facing frontier AI companies.Welcome to the Alfalfa Podcast 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the Alfalfa Community Discord 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/czHr62nvBY⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alfalfa Distilled Newsletter 🌾 👉 ⁠⁠⁠⁠⁠https://alfalfapod.beehiiv.com⁠⁠From analyzing Anthropic’s latest research on job displacement to identifying the three "bear cases" for the current compute run, we break down how to stay ahead in an AI-driven economy. Plus, we reveal the specific "lullaby" audiobook that has the crew addicted to their sleep routines.⚠️ NOTE: Due to technical difficulties during recording, this week’s episode is available in AUDIO ONLY format. We appreciate your patience as we get the video back online for the next one!Timestamps:00:00 - Alfalfa #279 Intro.01:06 - Analysis Begins: The Nighttime "Lullaby" Addiction.04:11 - The Stephen Fry Sherlock Holmes Sleep Hack.08:34 - Top 25 Sci-Fi Audiobooks for Bedtime.13:14 - ZBiotics Sponsor: The Pre-Alcohol Probiotic.15:00 - Moving into the "Modern Era" of AI Workflows.20:24 - Wealth Management vs. AI: What’s Actually Replaceable?24:18 - Anthropic’s Research: Which Jobs are Safe?32:53 - The "Token Budget" Theory of Employee Value.35:02 - Case Study: Reducing Refund Rates with AI Agents.51:26 - The Nationalization Play: Palantir, AWS, and the Government.53:46 - Alex Karp vs. the "Hubris" of Frontier Model Companies.01:06 - Data Centers in Space & The Future of Sky Visibility.01:09 - The Three "Bear Cases" for the Compute Gold Rush.01:11 - Is Private Credit the New Subprime Mortgage?💰Donate to the Pod: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://streamlabs.com/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🤝 Get Zbiotics (use code Alfalfa for 15% off): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zbiotics.com/alfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🏷 Check out Eight Sleep: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/eightsleepalfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (👉 Use code ALFALFA at checkout for a special discount.)Follow the podcast: Our website with all links -⁠⁠ https://linktr.ee/alfalfapod⁠⁠ Spotify -⁠⁠ https://open.spotify.com/show/3Y3il1BRVOZjqAbD0ensKq⁠⁠ Apple Podcasts -⁠⁠ https://podcasts.apple.com/us/podcast/alfalfa/id1601752870⁠⁠ X/Twitter -⁠⁠ https://twitter.com/alfalfapod⁠⁠ Instagram -⁠⁠ https://www.instagram.com/alfalfapodcast/⁠⁠ Threads -⁠⁠ https://www.threads.com/@alfalfapodcast⁠⁠ TikTok -⁠⁠ https://www.tiktok.com/@alfalfaodcast⁠⁠Follow the hosts: Arman Assadi -⁠⁠ https://linktr.ee/armanassadi⁠⁠ Eric Johanson -⁠⁠ https://twitter.com/crypto_cfa⁠⁠ Nick Urbani -⁠⁠ https://twitter.com/NUrbani⁠⁠ Disclaimer: The views expressed by hosts, guests, and representatives don't reflect any associated institutions or organizations, and shouldn't be taken as financial or investment guidance. All information provided doesn't consider individual circumstances. We encourage independent legal, financial, and professional consultation before making decisions related to this content.
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    1 hr and 32 mins
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