It is Tuesday and that means a new episode of ‘Panic With Friends‘ podcast. This week I asked my friend Heather Hartnett to be my guest. I love how she is thinking about the Future of Work. Profile: CEO and Founding Partner of Human Ventures Fun Fact: Heather has been meditating since a young age. …

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Happy Monday Morning…the world is a different place now that Tesla and Apple have split their stocks. It feels like 1999 which is fine with me because I would be 34 years old and be smart enough to make a note to myself to buy Apple on the iPod announcement. Over the last 21 years, …

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I took a day off from the blog yesterday. I woke up late and decided to just stay in bed a little longer. I hop everyone had a great Saturday. Onwards… I am cynical optimist. I think it is a good mindset for investing. Thank goodness I am not cynical pessimist. I was raised conservative …

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Before I get started…after all the pomp and circumstance of my new podcast format post yesterday, I forgot to link to the actual podcast itself. Here is the link to the podcast I did with Alex Danco (Shopify). I learned so much and can’t wait for the next conversation. Onwards… I am in the lucky …

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HERE is my podcast with ALEX DANCO now at Shopify -on Spotify! Have a listen. Good morning everyone. I am trying out a new post format for my ‘Panic With Friends’ podcast. It is inspired by Patrick O’Shaugnessy podcast notes and will hopefully give everyone a better feel for the guest and the episode. Guest: …

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I wrote on Monday that it will likely be a tidal wave of supply that will kill this bull market. Money is flowing and rates are low and there is just not enough public stock supply as prices get pushed up. I started writing about SPACs at the beginning of this year and have not …

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We are seeing a lot of talented people with amazing pitches right now. Many of the plans do not have go to market strategies. It’s fun to build product and design a beautiful website and app. Eventually, business development and sales matter. Our new Social Leverage partner Ross Hoffman has been sharing some of his …

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Markets that only go up die with supply. Expect a lot more supply. There will be bad SPAC’s, bad IPO’s, blatant pump and dumps (Kodak and the evening White House pressers). It’s fun. There is something for everyone while this goes on. I sell some Apple only to buy the next breakout of a tech …

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My friend Brad Feld joined me again this week on a new ‘Panic With Friends’ to talk about his latest book – The Startup Community Way – Evolving an Entrepreneurial Ecosystem. Few people know more about building startup communities. Through Brad’s work at Foundry and Techstars, Boulder has become a top startup community. We had …

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Solar stocks are having a fabulous year. I’ve been watching from the sidelines only. One of the solar ETF names is $TAN (until this year a more fitting ticker name would have been $BURNT). On Koyfin you can see all the $TAN holdings. I like easy to understand catalysts, and the solar story may finally …

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