So you stayed on as a, as a government contractor, or were you hired as a GS employee or what?

GS employee.

So at the time it was, I got out making about two twenty a year and just, you know, has slowly increased over time up to three sixty a year now, and I've gotten to the point where I've got enough that I wanna take more time to spend with the kids, more time to, to travel and, and, uh, and it kinda came up at last year and when the, when the whole government was trying to cut employees, we all got the email and said, "Hey, if you, uh, leave the government and, um, we'll pay you for seven months." And I thought about it, and one of my colleagues who was getting ready to retire, I was like, "Oh, it's a no-brainer for you, right? Just you're just gonna take this.

Why, why stick around?" And he was like, "Well, I, I really wanna stay, stay around for a little bit, you know, longer, and I just wanted to do part-time." And I was like, "Hmm, that sounds good." And, uh, the, the powers that be, they said, "Well, it actually would make it easier if we had two people that wanted to do part-time to make this happen.

Then we could f- hire another, you know, full-time employee pretty easily." And, you know, it was the government, so it took six to twelve months to actually make it, make it happen, uh, paperwork-wise.

And but now I'm enjoying it and, you know, I can do this all the way to my government minimum retirement age of fifty-seven and then, and then continue on with a pension.

Tell us about the-- if you ever were and, and what your decision-making was when you decided to stay in.

When I first got out of the military in 2012, I was looking around.

What were you thinking about this at this point?

I mean, I know what she's talking about because I would not be able to have fun with a guy like this.

There's a guy in, like, my extended friend circle who behaves like this.

I'm just like, "I don't want that dude around, man." Like, it's exhausting, and it's the kind of energy that would've resonated with me when I was, like, 20.

And at this stage in my life, I don't need that kind of, like, frenetic energy around.

And if I'm her, I'm saying, like, yeah, this is not...

Even in this moment, you have to make some kind of a joke or a comment that, like, we can't just say on TV.

Yeah.

And Bandwidth?

Yeah, Bandwidth's, uh, mech, as it, uh, pops out of the harness, uh, looks, uh, something kind of like a tank, uh, only a lot more shiny.

Uh, the main, uh, body is a, uh, very white polished, uh, paint job with a lot of gold lining and piping.

Uh, but only instead of treads, there's these, uh, four legs that come off, uh, pretty much at all the four diagonal angles.

Uh, basically as, uh, it starts coming down, the legs are extended, and as it nears the ground the jumps to, you know, the jump jets start firing, the slow descent.

It kinda starts galloping along the ground until it can get purchase and kinda does a wide circle to come back around to join the rest of the group.

Uh, yep, that'll hit.

All right.

... "Hey, I wanna introduce you," she's like, "No."

No.

And see, this is my problem.

Now, if you're gonna be done, be done.

Totally fine.

My issue is two things.

Number one, when we saw Kyle's birthday party after another terrible argument that they had, she had no sort of feeling of like, "I'm still mad" the next day.

Okay, Kyle.

So Brian, what you got for us here tonight, bud?

Uh, uh, I've been friends with this guy in Burkesville, Kentucky for over a year now, and he's, they just have opened up a distillery.

It's probably, I think they opened it up in '22.

That's what I'm going with

...

since I've kinda made friends with him, and, uh, everybody likes to drink vodka, see if he wants to be the vodka for the show.

那那么近来市场呢，一个都好大的焦点呢，就是呢，在美国方面啊，三十年期的美债呢，个债息呢一度升穿了五厘啊。那么而呢，最近也都看到啦，就是长债息呢也都创了十九年新高。那这一个水平呢，似乎令到华尔街都很紧张喔。

是啊，相当紧张啊。那么因为债息高呢，是对个股市呢，是啊，没运行的，可以这么说。过往呢，其实呢，都有两次呢，是这个债息是相当，相当高企的，比较大影响呢，就是2023年那一次了。那么那当时的三十年债息呢去到5.087的最高峰的时候，三十年的定息贷款呢，房屋贷款呢，都去到7.63厘了。那么个市呢，那时是跌的，那么可以理解的，因为当时是由低息环境，超低息环境，呃，开始加息。那么其实各大大行啊、世摩啊、高盛都说，呃，美国超过一半机会是硬着陆的啦，经济。那么，那么所以是股市都会跌啦。第二次去到五厘呢，就是上年了，上年五月的时候啦，5.031。那时三十年的定息贷款呢，就是7.04厘。不过因为它只是念一念，所以其实对股市呢，就没什么影响的。那么所以呢，这一次啦，去到5.17，就来都冲去5.2呢，那么但三十年的定息贷款呢，暂时都是未到七厘耶，6.75多。那么如果还是继续下去，这个飙升上去的话呢，其实，呃，华尔街啊，或者是投资者呢，都担心，念一念，就是好像上年那样，没事发生。如果再持续下去，就好像23年那样，个股市呢，都有几有这个抛售的压力的啦。

是啦，那么，嗱，呃，现在这个债市呢，已经反映了呢，都挺大程度的风险的了。那么看回未来，呃，你觉得啦，十二个月内呢，就是或者可以讲就是未来一年啊，市场的波动呢，就是会不会都加剧呢？而且，就是会不会就出现呢，都不少一些分析呢，认为有机会呢出现一个很大规模的调整呢？

现在大家的看法呢，都是会六月份呢，可能会比较大规模的跌的啦，呃，大幅度的跌啦。为什么呢？这个配合回 sell in May go away，就是五穷六绝七翻身，那么传统呢都是这样的啦，五，五穷六绝，那么最差的六月，七月就回来。不过这几年已经没有这件事发生了。那么你现在数下去呢，都很符合逻辑性的，因为五月都几乎完了。但是见到中东、呃，伊朗那里呢，那个协议都好像谈不成那样。如果到六月都搞不定呢，相信这个投资市场呢，就没有这样的耐性了啦。那么出现比较大规模的抛售潮呢，就都不出奇的。那么但是七月是不是真的可以翻身呢？哇，这件事真的没有人会知道，就真的要问问特朗普，究竟伊朗的协议可不可以达得成。不过这样，如果你拖得太长呢，不是说特朗普可以解决的。他就算达成了一个协议，但是如果对经济，对投资者的信心，甚至于对消费者的信心都已经有，有了很大的打击，就算你签任何的什么协议，有什么 deal 呢，那个资金也架不上回来。那么其实刚才所讲的那些风险啊，特别是黑天鹅事件出现的话呢，那时候就没有得挽的。就是七翻身或者未来呢，就好像过往那样了，可以有上有落，但整体上面呢，都是 AI 潮都还没有完得了的，那么应该还可以有反覆上升的那个空间。否则的话呢，随时就是真的熊市的开始，不知道跌到什么时候，这个就是最差的情况。

[laughs] I mean, how could you not be? I mean, come on.

I, I mean, I was hooked, and ever since then, I mean, even through COVID we've just, you know, um, talked and, and really, uh, Colette and her whole team over at Elgin Munchers is just so inviting, um, that the vibe is, you know, when, when you go to one of her munches or when you go to one of her events, it, it's always welcoming.

It- you'll always find somebody that has a smile on their face and ready to say hi to you, which is, which is what I would say is the vibe of Elgin Munchers.

Oh, yeah

... expos.

Um, you know, we got the, we got the opportunity.

We were really excited.

We vended at Exotica this year, so-We were there at Exotica, which was pretty cool.

Yeah

... uh, I think it's a little bit, uh, I think you point in at the, uh, uh, intelligently at like the preposterousness of the status quo and I think that the, the perfect example was exactly the, the, the Micky call today, where it was deemed to be egregious enough, um, uh, uh, even though like it wasn't actually like violent, it just was like you tackled and shoved down an opposing player in his, in, you know, in your own box.

Um, and because you happen to time it, uh, two milliseconds early, it's merely a yellow card for egregious conduct in the box.

But no, it's not a penalty kick 'cause the ball technically wasn't live and it's, it's like, wait, I'm sorry.

Come a- you...

A- and, and to, to which I would say i- if VAR is gonna continue, that is like the kind of thing there should be some way to automatically know and compare video in a 3D context of like, of that exact scenario.

It's not exactly uncommon that like-

Mm-hmm

Type it in.

in.It will literally tell you Ashkenaz comes from Ashk- Ashkenazi Jew comes from the term Ashkenaz in the Hebrew Bible.

Wow.

Says it on there.

And Ashkenaz in the Hebrew Bible is a descendant of Gomer, son of Japheth, brother to Shem, not Shemetic.

He is not Semetic.

So all the Jews today claiming to be special, you ain't special.

Mm

What do you do with them?

We show up.

We stretch.

I'm good at that.

I can show them how to stretch.

We do [laughs] some, some toe taps.

We, we do some passes, some, you know, practice.

So Brian, I'm going to guess if you couldn't get another parent besides yourself that you don't have so many intents my kid needs to earn a scholarship off of this, or do you? Or do you see signs of that among the other parents, maybe not on your team, but in the league?

Yeah, they do.

'Cause the evidence is kinda damning.

Like, that dude definitely is a fucking idiot, and, like, the people in the band are fucking idiots.

Music's great, can't deny that, and, like, you can like the music and not fuck with the people.

Um, if you don't wanna watch them, don't watch them.

If you do, you do.

That's how I feel about it.

Yeah, yeah, yeah.

But in the series and in the movie, we get little glimpses of them actually caring about each other.

Yeah.

Yeah.

I mean, the, the, the ragtag nature of them is what...

I mean, it's what, what's made them like the...

I mean, in terms of like iconic anime characters that aren't like massive 365 episode shonens, like I, I don't think for, for one season, for like 25 episodes, like it...

Y- y- you probably couldn't find an anime that's like more impactful just in characters and character designs.

Mm-hmm

Brian?

I'm glad Oscar shared before I did.

I, I had a s- lunch with a sponsee Thursday.

We were talking about some amends that we still had hanging out there.

Specifically we were talking about Mother's Day.

I was poking at him a little bit.

I said, "How would you feel if we were there eating at a place next door to Kroger, the grocery store?" I said, "How would you feel if you ran into your mom at Kroger? Would you feel okay about that?" I was honest with him.

Maybe add a, add an I love you in there.

That's cool.

And, uh, you know, I've got a bunch of Gladiators out there.

I got a bunch of Wranglers, and, you know, everything in between.

You know, people can look at all sorts of fun stuff.

And hopefully today, fingers crossed, my order of Maguire-branded ducks come in.

Mm-hmm.

We'll do a little bit of testing with it, uh, this weekend, and, you know, people can test their Jeeps, and, you know, we can do a little bit of talking about, uh, people's vehicles and, you know, what makes them the off-road giants that they are.

Okay.

So, uh, I went out there.

Um, it was an early October morning.

It was misting outside.

I park in the parking area, all that kind of good stuff, and I spoke to another hunter who was out there for black powder, 'cause black powder starts pretty early as well.

And we chatted and I tried to build a rapport with him, 'cause it's nice to know just in case of a safety incident there's someone else out there.

Um, and I start my hike down this straight road to the back of the game land, 'cause it's a big square, and I wanted to get in the back left corner.

Mm-hmm.

Oh, Lord.

You know, and really, I mean, and I'll, I'll just use us as an example.

I don't pay for things when we go out because we have a shared account and she runs our finances.

So, like, if we, she knows how much is in all the accounts and she pays for, like, dinner and stuff, it comes from the exact same account, but she manages the money.

So it's not like it's, it's we, if she bought us plane tickets, it's also me buying us plane tickets.

Like, it's the same amount of money.

So for him to be like, "Well, I can't let her pay," if you guys are a partnership, I would assume you're sharing your money.

... and man up, woman up, talk to each other face to face, okay?

Yeah

They, uh, bring whatever business may be, uh, you know, concerning them- Exactly ... to the floor, and then folks vote on how that goes.

In practice, union meetings usually look like, uh, a couple of boilerplate announcements-

[laughs]

For my part, I think that's 100% true, and I think that's largely, uh, that is very symmetrical to the question of how, uh, labor imagines its power more broadly.

And then obviously maybe a little, little dip buying going on down here.

Yeah, I think w- I think we made this call right around, uh, 420, uh, 422 or something along those lines.

So it was a pretty nice run up since then.

That's why we're calling it out.

We've liked the project from the beginning, but again, with those me- these momentum plays, you need to really time these things well, even though if something's making good revenue and tells a really good story, but is there still attention behind it?And Joe did a great job identifying Punk's strategy, kind of wh- we saw at the beginning, it got washed out, then started to have a little bit of a resurgence.

But it's essentially an autonomous on-chain, uh, perpetual CryptoPunk machine on Ethereum.

A 10% tax buys and sells, uh, CryptoPunks NFTs and relists them at a premium, and uses the profits to actually buy back and burn this actual token, and it's done very well.

But what are you guys seeing with NFTs as I bring up, uh, OpenSea here?

And, uh, Bandwidth?

Oh, well, um, kinda thinking, yeah, maybe I'll go down to, uh, Haunted Island, uh, see about overseeing, uh, the installment of, uh, various sensors and scanners.

Try to, you know, see if, uh, I can, uh, establish any kind of early warning system for any future teleportation attacks.

And Bandwidth?

Yeah.

Uh, Bandwidth's, uh, also a fairly tall, a wiry fellow.

Uh, fairly narrow features, has a eyebrow, you know, a prominent nose, uh, dark hair, uh, a little longer than previously, slicked back.

Uh, kind of neatly but plainly dressed in, uh, just some, uh, light gray, uh, like light suit.

[laughs]

What's wrong with you? Like, you're at your birthday party, you are with your grandparents, this woman you're in a relationship with or whatever has shown up.

What made you so upset that you had to go panic work on your car? Like, it's, you're with family, so even if you're stressed out by something, you could say, "Hey guys, like, I need to go take a minute outside and kinda decompress," whatever.

I have never been in a situation with my family or my wife's family where I feel so overwhelmed I need to just, like, go remove myself for a while.

'Cause she was like, "Well, he just vanished," which, you know, that's what Ethan does.

I'm like-

We- no.

Yeah.

那那么这次财案呢，也都扩大了一些科创啊，的税务优惠这样啦，也都调整了呢，R&D 啊，有一些，呃，的税务优惠。那，那么其实我们之前呢，都说过不少的了，就说澳洲呢，一直呢，是被批评生产力不足啦。这次这些措施呢，对于推动一些创新，会不会其实都有一些帮助，还是说规模还是不够呢？

呃，可以说真的不够的。那么呢，其实大家看到很多，很大的数字，有多少个 million 啊，多少数字这些呢，呃，都是传统呢，政府，都不是说工党这个政府的了。就算以前联合政府呢， liberal national 都是用同一招的了。呃，以前就用在 health 那边啦，医疗那边啦。啊，我今年增加多少个十亿、百亿在这个医疗的改善里面。但其实呢，就没有看到里面用放大镜看看呢，就减了那些的项目。那么基本上呢，就是左手交右手。这次某个程度也是，是，我是有一些是给多钱下去做研究那边的。但是另一边的研究呢，其实它是减少了的。那么这次其实比较，就是着重呢，就在 AI 啦，在太空科技啦，在，呃，这个医疗的，的研究啦，以及就是给 National Measurement Institute，这个就是，就是国家做统一的，呃，度量衡的一个机构来的。啊，那么，呃，都是好的。不过可以这么说，除了刚才所讲过的项目之外呢，在做研究的人可能现在就已经心慌慌了。死了，会不会突然间会没钱，不够，不够钱行，在做我自己的研究呢？因为呢，这个，这个估计出来呢，其实就政府所要给的钱呢，反而是少了一百六十亿的。

从投资的角度看啦，财案出来了之后的一天呢，市场反应又如何呢？

对于投资市场去讲呢，就是三大，就是影响啦。一个就是资产增值税那个的改变啦，跟着就是负扣税 negative gearing 的改变啦，跟着就是，呃，基本上想赶绝这个叫 discretionary trust 啦，这些都为影响了投资市场的那些的，的气氛的某程度。房地产这么讲呢，就，呃，它的预算呢，就是说，呃，会减慢了楼市增长两个 percent，就是升幅少两个 percent，啊，那么让这些人可以买房啊。关键就是说，这个楼市如果是减慢两个 percent 好了，就算跌两个 percent 呢，都没有问题的，因为房价的确是太高。但是一旦跌多了，影响了个信心的话呢，那么就会影响到消费者的信心和消费者的支出，那么对经济的影响呢，就会有问题出现了的啦。现在的环境已经不是太好了，就好像在昨天，联邦银行啊，可以跌一天，结果呢，见到它有曾经跌过超过十个 percent 的。为什么呢？因为它，呃，拨备增加了，呃，令到它的收入呢，就比预期中少了的，啊，那个盈利。这些全部都是预算案之前发生的事。那么可以见到呢，现在中东打着场仗，油价上升啦，那么都是对于澳洲每一个家庭呢，有很大的压力的。欠款啊，就是迟，延迟还款呢，所有的贷款都，都是多了的，无论 है房屋贷款、私人贷款、信用卡贷款。那么这个不是只联邦银行啊，本身四大银行，所有银行都会有这个问题。那么整体上去讲啊，就是其实最重要呢，外围的环境，就是要稳定回来。否则的话呢，预算案呢，其实就帮你不到，甚至乎刚才讲的那几个措施呢，可能会令到，呃，信心有所打击之下呢，就令到那些资产价格有下调的压力。

People could learn something from you about forgiveness.

Oh.

[laughs] I don't know about that.

I've been lucky enough to be forgiven countless times in my life, often by those closest to me.

So I felt it was maybe my turn to give someone else a second chance.

Well, such a public gesture of support obviously means a lot to George.

And to Alice too.

She's been way ahead of the rest of us wanting bygones be bygones, and now we can move on.

So let's, uh, hear from Brian and Micah.

Hey, Captain Jeff and crew.

This is Brian and Micah from Airplane Geeks and the Journey Is The Reward podcasts.

Why? Because Brian's wonderful mother is having her 91st birthday.

Yeah, and there's a really good chance that Max Flight from Airplane Geeks will be there.

Micah, of course you will be there.

I will be there, and hopefully a whole bunch of Airline Pilot Guy people will be at Charlie's Pizza Restaurant and Pub.

Brian?

I got a friend of mine that talks about that, that he thought he was signing up for Weight Watchers, and he said, "I was just wanting to know.

I just wanted to manage this."

That's it.

Yes.

It's all Paul on Buddy day.

[laughs]

What is happening here?

So, so malort is the most Chicagoan thing that ever existed.

It is above our hot dogs and Polish sausage and Italian beef.

It is the most Chicagoan thing ever.

I don't know if you can get it outside of, like, just that area.

A company named Jepson's makes it.

Um, the first time I had it, I said it tastes like a Bible story.

... where they can find you?