Here seems a better place than any to put down these thoughts. @DzambhalaHODL posted on X how excecutives knew recycling was a red herring. In other words more lies under the cover of plausible deniability. Yesterday I was angry with myself because I wasn't assertive enough with the tri axle driver delivering stone to my job site. It's Me and me alone working on the site and responsible for all things that take place there. So I had to shovel 6 of the 12 tons that I let get dumped to correct my fuck up. It was about 95 degrees in full sun and I wanted to blame the driver as I started shoveling. I got over wanting to blame the driver around 15 minutes. I was worried that having to do heavy grunt work before laying the first course of retaining wall block would cause me to succumb to more mistakes. Because I do most construction or farm work alone I noticed it's difficult to transition between grueling heavy labor and skilled work or planning. It requires a mindset shift and that shift isn't as easy for me when I need my mind to be focused on my body during the heavy labor.  As I drove away from the jobsite at 3:30 (peak heat) I saw 2 guys on a roof laying shingle. If I was in a life where the only way I could support myself was roofing or robbing houses in affluent suburbs I'd choose the later. I'd probably go to prison and I'd still prefer that to roofing. The executives in the plastics industry had many many career and life choices they could have made besides lying to the entire world. But they lied and lied for some amount more career advancement? They above nearly every other type of person should live with the threat of prison, of physical violence for bad decisions that negatively affect others.      Because those used to a life of physical brutality and instability are in general the least perturbed by the prospect of physical confinement and living with violent unstable prison mates. If someone thinks roofing in 95 degrees and full sun is not physical brutality they should go do it. In my view those most removed from physical brutality would be those most detered by it as consequence of their actions. It seems unlikely that we will reform the prison system. We might as well make proper use of its ugliness and make it a very real threat to criminals in corner offices.

@Lyn Alden @preston @VailshireCap First, thanks to each of you for the time you spend educating and sharing your knowledge. It's perhaps because of that open sourcing of knowledge that I've been put in the position that I'm seeking advice with. An older friend shared his actively managed brokerage account (1% management fee) with me asking for my advice. His 5 year return is 75%; His account is roughly 60% stocks/options, 30% mutual funds, 10% cash. My first priority was to get him 5% exposure to FBTC. I would have gone with BITB but FBTC is just a more secure feeling wrapper for him. (We've accomplished this) His biggest winners are positions in NVDA (+611) and APPL(+496) which he talked his broker into placing. Those have grown to his biggest positions. On the other hand, what started out as the largest positions taken at the time of purchase are VZ(-23%) and BAX(-47%) These were his broker's decisions. Given that without my friends picks his portfolio would be somewhere less than 75% returns, and given that 90% of actively managed portfolios underperform the S&P. Would I be out of line to say that his broker needs to justify (Or even can not justify) not being replaced by the following portfolio allocations? 50% SPY 30% MGK 10% QQQ 10% Cash I would not ask for any of your time for myself. My allocation is 100% Bitcoin with 1.5 years of living expenses in cash while carrying 0 debt and having recallable equity in both my brother and sisters houses, my wife and I own our home outright. The world of individual stock picks seems high risk crazy to me if you haven't put 1,000 hours into it like I have with Bitcoin.

@Peter McCormack Pete In light of your recent podcasts exploring into Ordinals a bit I would really love if you had Eric Wall back on again. I started following Eric after you had him on WBD last year and he seems to be a fairly unique character with both high technical and high social awareness. He seems a bit sensitive and defensive having a bit of a complicated relationship with the Bitcoin cool kids social circles. But I would say he's a guest that has some of the most informationally diverse content and challenging view points. He's also a guest that seems like he is quite a challenge for you to interview because I believe he brings up good points that can be hard to reckon with.