As a reminder, Marketsmith (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from Marketsmith. They are offering my readers a three week trial for $19.95. Click this link if you would like to try it …

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Happy Mother’s day to all the great moms who read this blog. I love moms! Onwards… Adam Slutsky joined me on ‘Panic With Friends‘ this week to talk about his life as an entrepreneur and now venture capitalist. He has some incredible stories as the co-founder of Moviefone in the 1980’s (pre-internet). There was an …

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Happy Saturday everyone. There are now 68 ‘Panic With Friends’ podcasts for your listening pleasure. Yesterday, I riffed on Twitter and Stocktwits about the markets… There are so many bearish people that can’t separate the economy from the Nasdaq 100 and the cloud and robots and high margin software and decentralization and politics and money …

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We will be looking back at the March 2020 stock market panic for 100 years. Every dip will set off March 2020 alarm bells. The $VIX broke all kinds of records. Flash forward less than 60 days and we have record unemployment and over 75,000 Americans dead from COVID 19. The $VIX is still above …

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Ellen and I are celebrating our 24th anniversary today. The years have moved quickly and we are lucky to have found each other. There was no Tinder back in the old days. Ellen’s sister knew an acquaintance of mine and set the whole thing up. On our second date, Ellen had to wait while I …

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Yesterday, late afternoon, on my home golf course of San Diego Country Club, at the age of 54, I beat my son Max. I had to shoot my personal best 72. I tweeted this by the end of the evening: I beat my son Max today for the first time in years and had to …

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I’m new to being a fan of Nassim Taleb. It was my friend Marcus who pushed me over the edge watching him successfully trade the COVID downside market panic (the podcast we did last month is here). Today Marcus linked to this great interview clip from Taleb talking not just about ‘skin in the game’ …

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Happy Monday everyone. As a reminder, Marketsmith (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from Marketsmith. They are offering my readers a three week trial for $19.95. Click this link if you would like …

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The unemployment numbers are massive. Yesterday, I shared the podcast I did with Anish from A16z and we talked about the bull market ahead in adjacent fintech. D’Arcy Coolican and Jeff Jordan at A16z just write a piece titled ‘The Great Rehiring‘ which is has excellent observations on the unemployment challenges and the time for …

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I really enjoyed having Anish Acharya on the ‘Panic’ podcast: Anish Acharya is a General Partner at Andreessen Horowitz where he invests in financial services. Prior to joining a16z, Anish held multiple roles at Credit Karma including the General Manager of Core Product and General Manager of U.S. Card, which he helped scale to over …

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