Learning in public….that is what my friend Patrick tells me is the joy of his podcast. He sure does seem excited, motivated and content. I hope you take the time to listen to our conversation on all things podcasting and investing. You can listen here on Spotify or Apple and an outline of the show …
From: October 2020
Brick and Mortar Winners in a Post Covid World
Before I get started… Zoom zoomed past Exxon in market cap yesterday. At some level that makes sense as Zoom is the fuel for 2020 economy. Between alternative energy and COVID, I have no idea if Exxon can regain past glory. Next up… JC does a fun weekly show with me where we talk about …
Momentum Monday…Black Monday Was 33 Years Ago Today
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 …
Kyle Samani Joins Me On Panic With Friends to Talk the Past, Present and Future of Crypto
Happy Sunday everyone. With all the money printing around the globe, I thought it would be a good time to talk Bitcoin and Crypto. I invited Kyle Samani on the podcast because he has a great understanding of the technology and products. I am a personal LP in his fund starting in 2017 and they …
The State of Gen Z
I really enjoyed this Gen Z Trends Report from Zebra IQ. Who is Gen Z? Download the report and it might help you spot a few trends. Share it with your kids as well. Have a great Saturday.
Audio’s Opportunity
I have been writing about podcasting, Airpods, Apple, Spotify, Zoom and even Tencent for a long time on this blog. I own Zoom, Spotify, Apple and Tencent as well. The Airpods and iPhone have really helped bring audio back into my mobile life. I am fasciated by the massive market size and opportunity of audio …
The Rut…I Am Excited to Use Zoom As An Excuse Not A Daily Utility
I am struggling to find fresh inspiration for my daily blog. So much so I have missed a couple of days in the last week because I don’t feel like writing about stocks, markets and startups all the time. I am in a groundhog day spiral. I wake, I work, I sleep. I don’t miss …
Barry Ritholtz Joins Me On ‘Panic With Friends’ to Talk Financial Twitter, Bloomberg, His Dream Dinner Guests, and More
My friend Barry joined me on the ‘Panic’ podcast today and my only worry was if we could stay on any subject long enough to have a coherent conversation. I will let you be the judge. If you know either one of us, I guarantee a few laughs. The show description is below and you …
Momentum Monday – Blue Wave?
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 …
Catching Up On All Things SPACs and Collectibles
What a long strange trip COVID has been from my small footprint of Phoenix, Coronado and a few days in LA. I have still not been on a plane since February. I was out for a socially distanced lunch in San Diego today with an old friend and finally caved and bought a Peloton as …