Morgan Housel wrote a very personal piece that I loved titled ‘The Three Sides of Risk‘. If you can’t read it now quickly, do bookmark it. Everyone should take the time to read and share. Morgan tells his story as an answer to a question regarding how ‘all his time skiing as a young man …

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A few weeks ago I switched my Twitter Handle to ‘Bearista‘. Sometimes, my Twitter handle is my mood ring for the markets. I take this mood with me from eyeing the Stocktwits data every day and over time. When I am confused about the markets I just make one up. I chose ‘bearista’ because it’s …

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One person I plan to chase down and interview on ‘Panic With Friends’ is Josh Kopelman. In the meantime my friend Patrick O’Shaughnessy has a masterclass interview with him. From Patrick: My guest today is Josh Kopelman, the founder of famed venture capital firm First Round Capital. Prior to starting First Round, which has invested …

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Biotech and cloud based stocks don’t care about the Pandemic. They care that Jay Powell went on 60 minutes last night and said America has the best printers and the best green ink. Ivanhoff and I did our Momentum Monday show earlier Sunday and did not know Jay was about to light another match, but …

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Happy Sunday. I had this excellent conversation with Jack Kennedy who founded ‘Platform Science‘ on my latest ‘Panic With Friends’. Platform Science is delivering a new generation of technology to drivers. Jack has had a career that has taken him from the Navy to corporate development at Fox, to Qualcomm and now his company. Jack …

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My ‘You Panicked‘ post got a lot of positive feedback yesterday. It seems a lot of parents agree and have also been trying to get their kids investing. I liked this idea from my friend Yaron in Israel: For finding the afikoman at Passover dinner this year I gave my 12 year old son $10K …

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It is easy to be negative. It’s liberating to be all cash. You get more traffic calling for the end of the world. You even sound smarter. If you are willing to cry and yell fire, CNBC will even let you come on the TV last minute. For all the negativity and pain of 2020, …

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On almost every call these days I get asked what I think about the markets. My honest answer is I don’t know. It is why I have been keeping a high cash position. It is easy to blurt out ‘don’t fight the fed’. It has been true. It’s also easy to think that most technology …

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Back on March 12th I wrote about signs of ‘Selling Exhaustion‘ I was seeing… The CNN ‘Fear and Freed Index‘ hit 1 today which is cray cray scared. Finally, the Stocktwits sentiment also reached an extreme I have never seen tonight with what I call a social VIX reading of 2.5 (It has averaged between …

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A few weeks back I had my Alex Bard and Tomasz Tunguz join me on ‘Panic With Friends‘ to talk about venture investing. They both invest at Redpoint. They just closed a $500 million fund. Alex is an old friend of mine who is both a great entrepreneur (his last company Assistly was acquired by …

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