Alfalfa

Written by: Arman Assadi Stephen Cesaro Nick Urbani and Eric Johanson
  • Summary

  • Four entrepreneur and investor friends seeking the edge in money and meaning 🌾 Join Arman Assadi, Nick Urbani, Stephen Cesaro, 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 as we pursue wealth and fulfillment. 👉 All links and socials at alfalfapod.com
    Arman Assadi, Stephen Cesaro, Nick Urbani, and Eric Johanson
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Episodes
  • IL Ep. 28 | The NVDA Short Thesis & How to Long Bitcoin With Limited Downside
    Feb 1 2025

    LAST CHANCE: Join the Magic Lines Premium Community and get daily trade ideas and market thoughts from Stephen! LIMITED TIME DEAL FOR FOUNDING MEMBERS: Save $75/month or $800/year on your membership Join Here: https://magiclines.xyz/il Use promo code: IL75 - save $75/month for life IL800 - save $800 annually for life Founding member special ends Jan 31! Summary In this episode, Stephen and Eric discuss the recent market chaos, focusing on the significant sell-offs and the impact of NVIDIA's market performance. They analyze the dynamics of the semiconductor industry, the resilience of Bitcoin amidst market fluctuations, and various trading strategies. The conversation also touches on emerging technologies, the psychology behind meme coins, and the broader market cycles and economic indicators that could shape future trends. The hosts conclude with thoughts on the current market landscape and the importance of staying engaged in trading and investment strategies. Chapters 00:00 Market Chaos and Initial Reactions 02:46 NVIDIA's Market Impact and Analysis 05:34 DeepSeek and Its Implications 08:25 The Future of AI and NVIDIA's Role 11:02 Exploring Semiconductor Stocks 13:38 Bitcoin's Resilience Amid Market Volatility 16:38 Strategies for Bitcoin Investment 19:27 Emerging Trends in Crypto and DeFi 22:14 The Future of Convertible Debt in Crypto 31:11 Ethereum's Current Landscape and Market Sentiment 33:46 XRP's Strength and Market Dynamics 36:13 Jupiter's Innovations and Market Reactions 38:21 Fartcoin: The New Meme Coin Phenomenon 40:33 Analyzing the Crypto Bubble Cycle 52:25 Market Indicators and Future Predictions

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    1 hr and 1 min
  • 255. DEEPSEEK & The Short Case for Nvidia
    Jan 30 2025
    Welcome to the Alfalfa Podcast 🌾 (0:00) Intro (07:44) - AI and Market Reactions (11:49) - DeepSeek AI Breakthrough (45:42) - Exploring Local AI Model Training (47:30) - The Dream of Personalized AI (48:36) - Challenges and Timelines for AI Development (49:37) - The Future of AI and Its Impact on Industries (01:19:25) - Moral Values and Ideological Differences Links Mentioned in the Episode: https://x.com/SeedOilDsrspctr/status/1883254013006840005 https://simonwillison.net/2025/Jan/27/deepseek-nvidia/ https://x.com/morganb/status/1883686162709295541 https://x.com/tferriss/status/1882553460564132230 👉 Alfalfapod.com 🤝 Get Zbiotics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://zbiotics.com/alfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💰Donate to the Pod (PayPal only for now): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://streamlabs.com/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you enjoy the show please subscribe and leave a short 17-second review on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. It means a lot and really supports the podcast. Follow the podcast: Our website with all links - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Discord - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/czHr62nvBY⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Apple Podcasts - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast...⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Spotify - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/3Y3il1B...⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/alfalfapodc...⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@alfalfapodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow the hosts: Arman Assadi - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/armanassadi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Eric Johanson - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/crypto_cfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nick Urbani - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/NUrbani⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Stephen Cesaro - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/StephenCesaro⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Disclaimer: This is not Financial Advice. All opinions expressed by the podcast, members of the podcast, its guests, and its representatives are intended for informational purposes only and should not be treated as investment or financial advice of any kind. Any information provided is general in nature and does not take into account the viewers specific circumstances. Alfalfa and its representatives are not liable to the listener/viewer or any other party, for the listener/viewer’s use of, or reliance on, any information received, directly or indirectly, from this media. The listener/viewer should always conduct their own research and obtain independent legal, financial, taxation and/or other professional advice in respect of any decision made in connection with this media. Furthermore, any views or opinions represented on this show by hosts or guests are 100% personal and belong solely to the show and do not represent those of people, institutions, organizations the owners may or may not be associated with in a professional or personal capacity unless explicitly stated. Any views or opinions are not intended to malign any religion, ethnic group, club, organization, company, or individual.
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    1 hr and 39 mins
  • IL Ep. 27 | How to Profit Off $TRUMP Coin & Chinese Stonks
    Jan 23 2025

    Join the Magic Lines Premium Community and get daily trade ideas and market thoughts from Stephen! LIMITED TIME DEAL FOR FOUNDING MEMBERS: Save $75/month or $800/year on your membership Join Here: https://magiclines.xyz/il Use promo code: IL75 - save $75/month for life IL800 - save $800 annually for life Founding member special ends Jan 31! Summary In this episode, Stephen and Eric discuss the recent launch of Trump Coin and its implications for the cryptocurrency market. They explore the reactions from retail investors, the dynamics between meme coins and AI tokens, and the current sentiment surrounding Ethereum. The conversation also delves into trading strategies, including options trading and long-term perspectives on assets like Ethereum and Alibaba. The hosts emphasize the importance of understanding market cycles and the potential impact of new retail investors entering the space. Chapters 00:00 Introduction and Overview of Recent Events 01:54 The Launch of Trump Coin and Market Reactions 05:30 Implications of Trump Coin on the Crypto Market 08:55 Retail Investors and Meme Coins 12:39 AI Coins vs. Meme Coins: Market Dynamics 16:13 Risk Management in Trading and Portfolio Strategies 19:51 Ethereum's Current Sentiment and Market Position 32:39 Ethereum's Current Landscape and Future Prospects 38:52 Trade Strategies and Market Analysis 44:47 Exploring Alibaba and Chinese Tech Stocks 56:05 Options Trading and Investment Strategies

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    1 hr

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