I left the world of trading and running my hedge fund for Web 2.0 back in 2006 to start Wallstrip and Stocktwits. YouTube and Twitter made me do it. I spent a lot of time in New York (not as much in San Francisco) as web 2.0 proliferated. As I mentioned in my year end …
From: 2021
Panic With Friends: Knut and I Discuss The Year Ahead in Public and Private Markets
Good morning everyone. This week is the last ‘Panic’ of 2021. In a change of pace, I decided to turn the microphone on Knut and demanded he tell us a little about himself. He actually did after which we discussed the most interesting tech trends of 2021 and a look ahead at 2022. You can …
Bob Einstein Documentary – Super Dave
Ellen and I watched the Bob Eintsein documentary last night on HBO. It was great. Bob spent 11 years in Toronto when I was growing up making his show Super Dave and Bizarre. I tell people all the time that Toronto was the center of the world for comedy in the 70’s and 80’s which …
The Year 2021 in Investing – Throw EVERY Investing Rule Out The Window
If I was making Wallstrip’s in 2021…today I would walk in to my local Wells Fargo branch with a rare piece of art and a Lebron rookie card, head up to the teller and ask for a loan (see my PS at end for an explanation of Wallstrip and what I mean). In the digital …
Momentum Monday…Bouncing Where They Should
Good morning everyone. Today is the last Momentum Monday of the year. Ivanhoff and I look back and ahead at some of the surprises and and what we got wrong and right. 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 …
Sunday Reads and Listens…A Crash Course in Semiconductors
It is the last Sunday reading list of the year and I have been in slow mode all week, not reading much. I intend to do the same this coming week. I decided I needed a crash course in all things semiconductors and assembled some excellent listens on the subject. The 9th largest company in …
Money’s Biggest Year Ever…The Good, The Bad and The Ugly
Merry Christmas Everyone. I hope everyone has a happy and healthy holiday season. I may celebrate today by going to the Suns/Warriors game here in Phoenix. We have had an incredible run of great weather here in the Valley of The Sun the last three months that finally ended yesterday with a full day of …
The Web Is NOT Broken and Web 3 Is Just More Web
There is a BIGLY argument on Twitter about who ‘owns’ the web and how broken the web is. As a user of the web (a dumb one but not so dumb that I go to fox.com or cnn.com), and follower of the accusations and drama, I really liked Aaron Levie’s take on it all. Aaron …
Fintech Operator Turned Fintech Investor: Frank Rotman of QED Investors Joins Me On Panic With Friends
My guest today is a fintech operator turned investor. Frank is the real deal. He spent almost 13 years at Capital One, is the co-founder of QED Investors, and made the Midas List of Top 100 Investors FOUR times. Everybody is a fanboy of somebody, and I’m a fanboy of Frank for sure – he …
Doing What You Love and Loving What You Do
I cold called my way into entrepreneurship in my late 20’s and have never looked back. It was at the dawn of the internet but not the internet we know and love/hate today. My kids have grown up with the internet and so many more choices and opportunities than I had. That’s not their fault. …