Transcript
0TFY-DKA0qY • 4 More Months Until It Begins...
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In the first five months of 2025 alone,
US employers announced nearly 700,000
job cuts, an 80% spike from last year.
That's over 4,600 people losing their
jobs every single day. The Bureau of
Labor Statistics just announced a
massive downward correction of over
250,000
jobs for a single month. Things are
racing in the wrong direction. And four
months from now, it's January. And if
you're not paying attention, you'll wake
up unemployed, broke, and alone. And I
don't mean that as a random list of
three things. I mean that as three of
the biggest avoidable threats facing men
right now. AI is coming for half of all
white collar jobs. Not factory work this
time. Office jobs, analysts, coders,
even lawyers. Meanwhile, continued
deficit spending is causing inflation to
quietly gut your buying power. Housing
is out of reach. And some analysts are
predicting either a serious market
correction or outright recession in the
coming year. And while all of this is
happening, men are retreating. Nearly
20% of men in their late 20s still live
with their parents. And a huge number of
them aren't even having sex. The warning
signs are stacking up. AI, inflation,
market crash, risk, male loneliness.
Consider this the alarm bell, and the
game plan. We're going to map out the
problem and solution in four easy parts.
And do not skip part four. That one may
be the most invisible and at the same
time the most important of all the
threats. Part one, AI is coming for your
job. JP Morgan economists warn AI could
create a jobless recovery where economic
growth occurs but white collar jobs
never come back. Analysts estimate AI
puts 15 to 30% of jobs in developed
economies at risk. That's tens of
millions of people. And it was Ford's
CEO, one of the largest employers in the
world, who said AI could wipe out half
of all white collar jobs in America.
Half that's analysts, coders,
parillegals, marketers, entire
departments just gone. And the public
already knows it. A Reuters Ipsos poll
found that 71% of Americans fear AI will
permanently replace workers. Here's why
that's especially dangerous for men. Our
identity is tied to our ability to
produce, to provide, and to bring home
resources. When that gets ripped away,
it's not just an economic crisis. It's a
crisis of meaning. But the truth is, no
one really knows where AI is going to go
from here. While the CEO of Ford may
believe half of all jobs are about to
vanish, every new technology throughout
history has wiped out old jobs only to
make way for new jobs. No one laments
the loss of lamp lighters or the guy
that used to shovel all the horseshit.
We simply look forward to a whole set of
new possibilities from electricity and
cars. So far, humans have always
adapted. We are, in fact, the most
dominant apex predator the world has
ever seen for one reason. We're the most
adaptable.
AI might be a threat down the road, but
as of today, it is a tool, arguably the
most incredible tool we've ever had
access to. And like every disruptive
tool in history before it, the people
who master it the fastest end up pulling
ahead of everyone else. At Impact
Theory, we're proving that we can
develop video games about three to five
times faster than we could just 3 years
ago thanks to AI. If you want to win,
stop focusing on what AI is going to
take from you and look at what AI is
going to give you. There are five
primary reasons why people work full
stop. And AI can improve all of them if
you know how to create opportunities
with it. Here are the five reasons we
work whether we know it or not. One,
money. Access to resources, security,
and the ability to provide. Two,
autonomy. Control over your own destiny
instead of being controlled by somebody
else. That is massive. Three, mastery,
self-development, the power of just
getting better and moving forward in
life. Four, meaning the belief that what
you do actually matters. And five,
purpose. Simply put, the pursuit of
goals. If you decide to use AI instead
of worrying about being used by it, AI
can accelerate every one of those. Meta
just offered one of the world's top AI
engineers a billion compensation
package. That is the power of being
great at something that the world
values. You suppose that guy is worried
about AI taking people's jobs? Huh? I'm
going to guess not. And if you can't
beat them, you can at least invest in
them. You don't have to predict the
future. You just have to recognize when
it arrives. We're almost certainly in an
AI bubble right now. But as long as you
focus on the sector as a whole and not
any one company, odds are you'll make a
good return if you have the patience to
stay in for a decade plus. The world is
changing fast for sure. But no matter
how fast or how scary that change might
be, there is never an excuse for tapping
out. There is always a path forward. If
you're distracted right now, stop and
hear me. There is always a path forward,
no matter how much the deck is stacked
against you. But only if you're willing
to find it. And to the people who
believe AI is going to replace all jobs,
fine. Maybe you're right. But you can
still be the last one that gets replaced
by being the most valuable now. The
longer you keep generating revenue, the
longer you buy yourself time to adapt to
the world changing. Something will come
after AI. Panicking now is not going to
change that. If truly all jobs disappear
someday, that's a tomorrow problem.
Right now, today, your job is simple.
Master AI and use it in pursuit of your
goals. No one can control what period of
time they're born into. And if you're
born into a moment like now where things
are stacked against men, that's still no
excuse to completely detach. You can
still win. Now AI might be a tomorrow
problem that you can master. But there
is a today problem that is crippling
you. And if you don't address it
immediately, nothing else is going to
matter. So welcome to part two. The
American dream is mathematically dead.
Housing affordability is now the worst
it's been in more than 30 years. For the
average man under 35, the American dream
is mathematically out of reach. The US
is short nearly 4.7
million homes. That's a gap so big that
even record levels of construction would
not be able to close it. And add to that
an insane amount of reckless government
spending that creates inflation. one of
the most destructive forces in the
universe. And now the already ridiculous
housing prices just keep going higher,
locking young people out of the housing
market entirely. The scale of this
tragedy cannot be overstated. Housing is
the one asset that people intuitively
understand and assets are the only thing
that protect you from the devastating
effects of inflation. And now inflation
and terrible regulations have made
housing impossible. If you thought
redlinining was evil and stop black
people from getting into property and
accumulating generational wealth, wait
until you see the knock-on effect of
pricing entire generations
out of the property market and then
hitting them with record high inflation.
According to Trueflation, from 2020 to
2025, inflation has been more than 25%.
That is government theft by another
name. It's wealth redistribution from
everyone
to the wealthy. It is an economic
apocalypse, but it happens just slowly
enough that people complain and then
keep voting for the same moronic
policies that drive deficit spending.
History is not going to judge us kindly.
Here is the hard truth. You didn't cause
this injury, but only you can do
something about it. No politician is
going to save you. Not a Republican, not
a Democrat, not anyone. Both parties are
addicted to deficit spending, and
deficit spending is what causes
inflation and makes housing impossible
for you to afford. Both sides of the
aisle will keep printing, borrowing, and
inflating assets until the currency
buckles. And instead of waking up and
solving the problem, 62% of young people
between 18 and 29 now hold a favorable
view of one of the most murderous
economic structures in history,
socialism. So if housing isn't going to
be the lifeline that saves you from
inflation, and people are increasingly
in favor of socialism, which is
essentially infinite inflation, what's
left? How do we protect ourselves? The
answer is simple. You must own assets.
It does not matter that you didn't cause
the problem. It doesn't matter that the
game is rigged against you. If you don't
get into assets, you will lose. And
right now, despite all of the chaos,
you've got a once- ina-lifetime chance.
First, there's AI. Even if we are in a
bubble right now, the broad category of
AI is going to completely reshape how
the world works. Investing in the space
as a whole is like buying railroads in
the 1800s or the internet in the 1990s.
Even with the booms and busts, the long
arc will bend towards massive value
creation. Second, there's Bitcoin and
crypto. This is a whole new financial
system that is being built right now in
real time. Yes, it's volatile. I get
that. Yes, it's controversial, though
less so by the day. But for the first
time in history, you have a
decentralized store of value that can't
be inflated. and a parallel payment
system that's decentralized and thus is
impossible to stop. Even China couldn't
stop Bitcoin. And third, there's the
age-old opportunity of the stock market.
For all of its corruption, all of its
abuse, it remains a modern miracle. Over
the last 200 years, despite wars,
depressions, and political dysfunction,
global equities have outpaced inflation
and created compounding generational
wealth. As I like to say, you should be
mad as hell that you're being forced to
gamble in the stock market to avoid the
punishing effects of inflation, but at
least you've got an option with a proven
track record of success. So, while you
may not be able to save this system, you
can certainly save yourself. And if you
play your cards right, you can define a
new American dream. But beware, the
markets are not for short-term investors
or for the faint of heart. So, welcome
to part three. There's recession risk.
Moody's, one of the world's most
respected credit rating agencies, warns
the US economy is on the precipice of a
recession, pointing to consistent job
losses and downward payroll revisions.
Adding fuel to the fire, Deote, one of
the world's largest accounting firms,
now projects a recession beginning at
the end of 2025 with GDP falling nearly
2% in 2026 and unemployment hitting 6%.
Apollo Global's chief economist puts the
odds of recession at 1 in4 by mid 2026
and says stagflation, not just a
recession, is the real threat. Even the
New York Fed's own model gives us a 29%
chance of recession within 12 months.
That's nearly double the historic
baseline. This is obviously a moment of
tremendous uncertainty, but uncertainty
is not an excuse for paralysis. The
future is unknowable and you will always
have to act despite imperfect
information. But most don't. And that
makes taking action in uncertain times
the perfect way to separate yourself
from the masses who will be destroyed by
inflation. If you sit on the sidelines
because you're scared of an AI bubble or
nervous about a looming recession, you
are guaranteed the worst possible
outcome. Inflation will quietly eat you
alive. You might dodge a market
correction, but you will also miss the
10 days when the market surges forward.
According to JP Morgan market analysis,
missing just the 10 best days in the
stock market over a 20year period
drastically lowers your overall returns.
This is why the common adage is that
time in the market beats time in the
market. Don't try to outsmart the
market. Keep enough cash on hand that
you never need to panic sell. dollar
cost average in and hold a broad
portfolio of high quality assets. Doing
it that way, you're never going to be a
hero on Reddit's Wall Street Bets, but
you're also not going to go broke. And
remember, there's no way to dodge
inflation other than owning assets. I
want to beat that point to death. Doing
nothing is how you end up being part of
the middle class that gets yanked down
into poverty. Now, there are plenty of
people with good ideas on how to handle
owning a broad basket of smart assets.
I've talked endlessly about Ray Dallio.
So, here, let me walk you through
another incredible investor, Lynn
Alden's portfolio strategy. It's what
she calls the three pillars portfolio.
Pillar number one, profitable,
reasonably priced equities. This is
roughly 60%. This is your growth engine.
domestic and global stocks with real
earnings, strong balance sheets, and a
history of rewarding shareholders. Think
of companies with 10 plus years of
dividend growth and sustainable payout
ratios. These are the firms that weather
storms and keep compounding even in
inflationary periods. Strong equities
with reinvested dividends build wealth.
Pillar two, cash equivalents. This is
going to be roughly 10% of your
portfolio. This is your defensive
buffer. short-term bonds, TIPS, or cash
equivalent ETFs. These are never going
to make you rich, but they're highly
liquid and they give you stability and
optionality. When recession hits and
liquidity evaporates, this is what keeps
you safe and lets you buy when others
are panicking. Pillar three, energy,
commodities, and hard monies. This is
going to be roughly 30% of your
portfolio. This is your inflation
shield. energy producers, commodity
giants, and hard stores of value like
gold, silver, and Bitcoin. These thrive
in stagflationary environments exactly
like where the world may be headed to
right now. When currencies weaken and
governments debase, these are the assets
that hold or even increase in value.
Now, the genius of this approach is
diversification and adaptability. Each
pillar is designed to excel in a
different macro environment, growth,
contraction, or inflation. Together,
they make your portfolio resilient
across cycles. So, despite all of the
uncertainty that we're all facing right
now, don't sit around too scared to take
action. If you're waiting for the
perfect time to start investing, it's
never going to come. There is no such
thing as the perfect time. And while you
wait, inflation is just gobbling up your
purchasing power. The antidote to
uncertainty is not trying to guess the
future. It's being prepared for any
future. As Ray Dallio calls it, you want
an all-weather fund. You can't control
what happens to the economy in 2026. And
for all the noise that people will make
predicting it, myself included, the
reality is that no one really knows. So
unless you plan to make trading your
full-time job, come up with an
all-weather strategy like Lynn Alden's
three-pillar portfolio and get in for
the long term. That way, whether tariffs
usher in an economic apocalypse, AI goes
up or down, or the economy goes up and
to the right, you're protected against
the government continuing to do stupid
and debasing the dollar through
deficit spending. Plus, ironically, if
you get your money right, you can begin
to protect against what might be the
worst threat of them all. We'll get
right back to the show in a moment. But
first, I want to tell you about the
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This is how nutrition worked for
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right guys, let's get back to the show.
Welcome to part four. Male loneliness
and disengagement. Men are three times
more likely to overdose, four times more
likely to kill themselves, and 14 times
more likely to be incarcerated than
young women. In 1960, just 4% of prime
age men weren't working. Today, that
number has tripled. And when you add in
men who are unemployed but still
looking, it's a staggering
16% of men that are out of work. Nearly
20% of men aed 25 to 34 still live at
home with their parents. And nearly one
in four young men reported having zero
sex in the past year. That is triple the
rate from just a decade ago. Now, that
might not seem like a big deal until you
realize that the pursuit of a healthy
sexual relationship is the single most
profound motivating factor for men. In
Masle's hierarchy of needs, Abraham
Maslo explicitly placed sex within the
physiological needs tier. In
evolutionary biology, the fundamental
drive states are often summarized as the
four Fs. Fighting, fleeing, feeding, and
fating.
Freud categorize sex as one of the core
life instincts alongside hunger, thirst,
and self-preservation. And biological
anthropologist Helen Fischer, famous for
her MRI studies on romantic love, found
that romantic love activates brain
regions tied to reward and addiction,
much like hunger or drug dependency.
Want to know why men send rockets to the
moon or build cities, raise empires, and
break records? To get laid. So by the
time men have given up on sex, they have
essentially given up on everything. Make
no mistake, men are in crisis. And what
makes this moment so dangerous is that
when men check out, they don't just
disappear quietly. They collapse inward.
They numb themselves with porn, Only
Fans, junk food, and endless scrolling.
They become less ambitious, less
healthy, less social, and slowly lose
the drive that evolution hardwired into
them. And when enough men retreat,
society loses its builders, its
protectors, and its innovators.
Civilizations do not thrive when men
abandon the field. Worse still, men who
feel rejected and humiliated don't just
go silent. History shows again and
again, angry, purposeless men are the
spark that causes chaos. As the old
proverb goes, a boy rejected will burn
the village just to feel its warmth.
That is the real risk of the male
collapse. not just isolation but
destruction both at the individual level
from self harm and at the level of
society. They're both at risk. So men,
it doesn't matter how hard society has
tried to shove you down a feminized
path. As I said earlier, regardless of
who caused the injury, only you can turn
things around. And the clock is ticking.
There's only four months left in the
year. If you're going to turn things
around, you need to start now. And the
antidote to nihilism that is calling to
so many of you is engagement. The
antidote to despair is to strive for
something. The antidote to bitterness is
the pursuit of an honorable goal. And
the trick to getting laid, become worthy
of sexual receptivity. That's not going
to immediately clear up all of the
insane psychological distortions that
have worked their way into society
through social media, dating apps, Only
Fans, porn, all of that that have turned
men and women into opposing forces
instead of partners that they should be
and have always been throughout history.
But nonetheless, it's the first step.
Honestly, this section deserves its own
video, but for now, I'm just going to
say this. Men, start by improving your
body and leverage that to improve your
mind. Evolution is a hell of a thing and
it wants you to be strong, disciplined,
ambitious, and desirable. Eat right, and
get in the gym. There are few things
more psychologically rewarding than
being strong and in good shape. It will
not only make you feel much better about
yourself, but it will also increase your
sexual market value. It's not going to
be a popular idea, but it's nonetheless
true. You neglect that at your own
peril. Second, replace cheap dopamine
with real achievement. Limit or
altogether eliminate the porn and 100%
eliminate Only Fans. Only Fans makes you
feel like you have some kind of
relationship with a woman, but you do
not. And that's why over time it leads
to shame and a desire to withdraw.
Pursuing women is an emotionally
high-risk endeavor. I get it. Women fear
sexual violence from men and men fear
being laughed at by women. I understand.
And right now things are out of whack.
But nonetheless, you've got to do the
things that are within your control to
write this ship. And without pentup
sexual energy, you are never going to
face the possible ridicule of
approaching a woman. So cut back on
social media, pornography, Only Fans.
channel that energy into the aggressive
acquisition of skills and the ambitious
pursuit of goals which somehow become
dirty words. But being aggressive and
ambitious are very good things. One of
the roles that women have historically
played in the life of a man is to push
them to do and be more. First,
historically, getting pregnant was one
of the riskiest things that a woman
could do. So they made men meet a very
high bar before they would become
sexually receptive. That was great for
men. Then because in the caveman days,
women had access to very few men. They
couldn't just swipe left an infinite
number of times to find someone. They
had to find a suitor with potential and
help them get better. Again, this was
great for men, but sadly, we're in a
pathological situation where men and
women are actually antagonistic towards
each other. This is a catastrophe and
you should do everything in your power
to unwind this. But even if you can't,
you need to strive to get better every
day for your own sake. Life really is
like a video game and you can unlock an
insanely useful skill tree if you work
at it. Third, get out into the world
more. The more isolated you are, the
more you will collapse inward. Find a
tribe, even if it starts with one other
man who like you is trying to improve.
Working to earn the respect of those you
respect will make you accountable to the
things you say you want. And that is
step one to actually achieving them. And
of course, nothing beats being in a
romantic partnership with a woman. If
you're gay, fantastic. The goal is
simply to find someone who wants you to
get better and wants to help you get
there. As such, fourth, reframe women as
a potential partner, not an enemy, to be
subdued. Some of the that I see
online is wild and extremely
counterproductive. If you meet a
pathological female, just move on. Meet
people in real life, not online, for a
better chance of actually having someone
see your potential. And if you lead with
that openness rather than coming in
defensive every time you meet someone of
the opposite sex, you are far more
likely to find a connection. And
finally, set a mission for yourself
that's bigger than just you. Meaning and
purpose are critical elements of a life
well-lived. The goal should be to unlock
your skill tree as a man, improve your
body, develop your mind, cultivate your
ambition, develop your aggression, and
remain civilized. Pursue things that
make you feel expansive, and reject the
things that make you feel constricted or
shameful. You've now seen the full
picture. AI is rewriting the rules of
work. Housing is out of reach. Inflation
and deficit spending are quietly
stealing your future. There is potential
market instability on the horizon. And
all the while men are collapsing inward
into isolation, sexlessness, and
disengagement. That's the gauntlet that
you have to run through. But the thread
that runs through all of it is that you
can do something about it. You You may
not be able to save the entire system,
but you can certainly save yourself and
the ones you love. What you can't do,
what is extremely unwise is to sit
around mad about the situation that
you're in and do nothing. Make the most
of your time. You still have four months
until January. There is still time to
make this year one of the most
incredible years of your life. You've
got four months to build momentum. No
matter what is happening in the world,
four months to set goals to outmaneuver
the threats that are facing men today.
You may have suffered an injury for
which you are not to blame. The game may
truly be rigged against you, and it is
by malevolent forces, but that doesn't
mean that you can't still achieve
something incredible. The excuses for
failure are always going to be there if
you want to take them. Or alternatively,
you can develop the qualities that make
men awesome. Aggression, ambition, goal
obsession, and a strong drive to protect
and provide. Unlock those skills and
drive forward relentlessly. Master AI.
Invest in assets. Build your body.
Sharpen your mind. Find your tribe.
Partner with women. Become worthy of
sexual access. Avoid cheap dopamine
cycles and fake sexual access. Strive
for mastery, meaning, and purpose.
Reject bitterness. Reject nihilism.
Reject the voices that tell you to slow
down. Give up. create space or be more
like a woman. Women are awesome. They're
incredible. But I want you to be a man.
Fight back against these threats.
Develop yourself and achieve no matter
what the circumstances. Because in the
end, this isn't about AI or inflation or
even women. This is about you and
whether you're going to overcome the
ridiculous challenges that you face in
this moment. Men bring order to chaos.
That has always been our role. And the
world has never needed it more than it
does right now. So the countdown is on.
Four months, a ticking clock. No more
excuses, no more waiting, no more
retreat. The world has gotten stupid,
but that doesn't mean you can't be
smart. All right. If you want to see me
explore these types of ideas in real
time, be sure to join me live on YouTube
on Wednesdays and Fridays at 6:00 a.m.
Pacific time. You can heckle me, discuss
with the community, or just drink it all
in as we cover economics, politics,
world affairs, cultural issues, gaming,
and so much more. I'll see you guys
there. Until next time, my friends, be
legendary. Take care. Peace. If you like
this conversation, check out this
episode to learn more. 23 of Americans
now say the other political party is not
just wrong, but a serious threat to the
United States itself. Trust in the
government has collapsed to just