I have been in Coronado the last week just trying to change up my work routine. It has been fantastic. After writing this post I will head down the strand on my Sunday ride. My early morning routine this week has been a coffee and pastry from Tartine on the bay side of the island. …
From: February 2021
Saturday Reads…
Happy Saturday everyone. I am catching up on some reads this morning in Coronado so I thought I would share them. First is Morgan Housel’s ‘When Everyone Is A Genius‘. Ben Thompson on Clubhouse…calling it the first airpod social network – Clubhouse’s Inevitability. I quote my friend Fred Wilson a lot because he has the …
Crypto – It Is Different This Time
I have been astonished as you know by the growth of crypto. I remember back in 2017 when I noticed that Stocktwits message volume on Bitcoin ($BTC.X) surpassed that of $SPY. I knew Bitcoin was here to stay and Bitcoin went on to $19,000 before heading into its bear market. Today Bitcoin is near $50,000. …
Jason Gardner, Founder & CEO of Marqeta, Joins Me on Panic with Friends to Discuss Making It as a Fintech Entrepreneur
I had the pleasure of chatting with fintech entrepreneur – and more importantly fellow Arizona State University alum – Jason Gardner on this weeks episode of Panic with Friends. Jason and I were originally introduced through our mutual friend and former Panic guest Ryan Gilbert. While it was fun to reminisce about our time at …
Non Fungible Tokens (NFT’s) – Tell Me More Howie
I’m down a rabbit hole now on NFT’s. A quick refresher from Justin: NFT’s are are unique items that live on the blockchain. They can be intangible or tangible. They can embed smart contracts and different other forms of licensing and business logic as well. I call it the “internet of cool shit”, but others …
Non Fungible Tokens (NFT’s) …I Can’t Believe I Have To Learn This
My younger friends – ‘the yoots’ – have been chirping for months about NFT’s and I have refused to pay attention. They buy them, they flip them and they collect them. Yesterday I decided to read up on NFT’s or as the old men like me say ‘Non Fungible Tokens’. What is an NFT? I …
Momentum Monday….Inflation Baby!!
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 out. Off we go… …
The Blockchain….What Is On The Other Side?
I continue to watch in awe as Bitcoin crosses $55,000 and Ethereum crosses $2,000. People are not just counting their digital money any more, they are also collecting and trading digital ‘things’. For months now, a lot of my younger, male friends have been raving about NBA Top Shot from Dapper Labs. Buying and selling …
Platforms and Twitter And Of Course Stocktwits…
Twitter is a company I have written a lot about over the years. Lately ‘the stock’ has had a great run. Matthew Ball had a great Tweetstorm about the value of Twitter which investors should read. An old ‘what is a platform?‘ couple of tweets stood out: 16/ @Benthompson talks about the famous “Bill Gates …
Shopify President Harley Finkelstein Joins Me on Panic with Friends to Discuss the Future of E-Commerce and Positioning Shopify as the Go-To Platform for Entrepreneurs
I love $SHOP I have owned it since 2016. I promise you will enjoy this fun conversation I had with Harley Finkelstein the long time Shopify President. What’s the Panic About: I’ll jump on any opportunity to bring a fellow Jewish Canadian who shares my love of startups and tech on as a podcast guest. …