Nov 20, 2025
In this episode of The Liquidity Event, AJ and Shane recap Brooklyn FI’s estate planning party at Clover Club, complete with notaries, crystal balls, and millennials confronting wills, pets, and chosen family. They also cover the latest economic confusion including layoffs, tariffs, AI fears, the Shrimp Cocktail Index, and California’s proposed billionaire tax.
Shane breaks down Scaramucci’s tariff refund theory while AJ reflects on trust in data, government transparency, and who actually pays for society. The episode closes with questions about corruption, sustainability, and whether two money nerds with a TI 83 could solve the tax code.
Key Timestamps:
(00:00) AJ’s stiff neck and chaotic
start
(02:39) Estate
planning party at Clover Club
(04:31) Shane’s
three-year estate plan procrastination
(05:36) Wills,
chosen family, and pet guardians
(08:09) The lost
Tacos and Taxes era
(09:26) WARN
spikes, layoffs, and missing data
(14:32)
Scaramucci and the tariff refund theory
(16:48) The
Shrimp Cocktail Index returns
(21:13)
California’s one-time five percent billionaire tax
(30:13) Why
neutrality is impossible when policy affects clients
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