
E422 - Our Portfolio Booms While Things Fall Apart
Published: January 28, 2026
Duration: 42:25
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In today's episode, Doug goes further than most people are willing to go in public: he argues Trump can be charming and effective and still be dangerous—because he doesn't operate from a moral or philosophical center.
We dig into the weird split-screen reality where Trump will savage someone in public, then play nice in private… and what that says about the incentives driving this whole moment.
If you've been cheering deportations but haven't thought through what a "bag-and-grab" culture becomes when the political winds shift, this convers...