From: March 2020

Panic With Friends

I am going to spend a little time with friends the next week talking about panic. The discussions will be recorded as podcasts for easy consumption. I am hoping it will help investors and entrepreneurs with some context on how others – like them – dealt with raising money, managing teams, managing their own money …

Rates and Robitussin

We got a surprise rate cut this week to help deal with the Corona Virus. It reminds me of this great comedy bit by Chris Rock where he tells of his dad using Robitussin on every injury known to childhood. No surprise to anyone that has read this far that rates will very soon be …

Passing A Kidney Stone

I’ve had a rough two days in New York. I woke Monday in some pain but made it though the first few meetings. By the afternoon I was back in my hotel room lying in bed and wincing. I called my friend Josh Brown to tell him I thought I was having a crohn’s flareup …

Corona Panic

Morgan Housel’s post on The Corona Panic had some god insights. The one that stood out: This is the first global crisis in the social media age. What we’ve learned from social media in the last decade is that 1) information spreads fast, 2) false information spreads fastest because it’s more sensational, and 3) tribal …

Pizza Over Panic

Before I get started…this made me laugh re Corona Virus: It is cold in New York and combined with the Corona Virus panic, the streets and restaurants seem pretty quiet. I am oblivious to all things panic so I ran around the city yesterday seeing founders and even doing Soul Cycle which in hinsdsight, seems …