Happy Friday everyone. Today my friend Todd Harrison joins me on ‘Panic With Friends’ (episode 86) to discuss the cannabis sector. Todd is the founding Partner at CB1 Capital Management, LLC. Todd and I go way back. I was a big fan of his from the day he took over for Jim Cramer at The …

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The froth in the market continues around the edges. Yesterday, there were 25,000 messages yesterday on the Kodak stream. The Tesla stream had our previous record of 20,000 messages on their last earnings day. Why? I read somewhere on the streams yesterday that overnight, Kodak was now larger than 60 percent of the Russell 2000. …

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My daughter Rachel sent me a text yesterday saying: Facebook, Apple, Amazon and Google are going to congress tomorrow and we should sell some of their stock because the stocks will probably go down. It is for antitrust issues and Facebook is right now trying to steal Tik Tik creators to us the new Instagram …

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I am fascinated by DTC (direct to consumer) commerce. Our fund has made many investments in the space including Kustomer, Narvar and Manscaped, but as my guest Web Smith points out on this episode of ‘Panic With Friends’ we are in inning one of the DTC transformation. Web Smith has been focused on the DTC …

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Every Monday I share the video Ivanhoff and I put together on Sundays to get us ready for the week. Here is this week’s tour. As I mentioned last week, I remain constructive based on the rotation (money staying in the market). We did not talk about Gold, Silver, Bitcoin or Ethereum, but they define …

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Bitcoin and Ethereum have surged the last few days. The talk this year has been about Gold and Silver, but if you look back 5 and 10 years, the currency debasement/money printing across the globe has pushed people and their money into the assets. I have some money in all three (no silver) and to …

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Yesterday our firm, Social Leverage, had an investor day where our LP’s were invited to meet six of the founders from our third fund. We held it on Zoom. For ten years we have held these in Coronado or Scottsdale for over 100 people. Nothing can replace IRL (in real life), but for the LP’s …

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Here is the podcast with Scott Lynn of Masterworks. I added some of the details from the conversation below. Guest: Scott Lynn Profile: Founder of Masterworks Where to Find Him: LinkedIn, Twitter Fun Fact: Beyond actively investing in contemporary art, Scott serves on the boards of different organizations, including the Brooklyn Rail and International Foundation …

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I think it was eight years ago that Ellen and I went with friends to Necker Island in the British Virgin Isles. I don’t remember taking many pictures, but today one surfaced on Twitter from my friend Todd Harrison who was randomly sitting with Mike Abbott (who took the picture) when my name randomly came …

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I have settled in to recording two ‘Panic With Friends’ podcasts a week. You can subscribe to the podcast here on Spotify, or at Apple . First up is Joe Marchese. Joe is a great entrepreneur and now venture capitalist at Attention Capital whose focus is to buy, build and scale brands. Joe and I …

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