The markets are dealing with a new virus I call Hwang Flu. It starts with a raccoon and is spread by the banks. Retail investors get stuck with the medical bills. My friend Ben Hunt has an incredible MUST read piece on the ‘hedge fund’ Archegos Capital. It will take you a few minutes but …
From: March 2021
Active Investing – The Beginning Of The Beginning and A Bear Market Is In The Eye Of The Bagholder
Back in 2016 I wrote that ‘There Has Not Been A Better Time To Be An Active Investor‘. In 2017 I wrote ‘The Weed Is Coming And The Bitcoin Is Not Leaving‘. I did not have to be ‘very’ active to capture massive gains the past year in crypto and Cannabis, but I had to …
Momentum Monday – Let Me Introduce You To Some Blockchains and A New Weekly SPAC Update
Happy Monday everyone 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. …
Sunday Reads ….WTF Is Bitcoin Anyway and The Excess of Everything
Happy Passover. Last night we got together outside for a family Seder with Ellen’s side of the family. Last year was my first Zoom seder. Onwards… Real Vision has a great piece on Bitcoin for beginners titled ‘WTF Is Bitcoin Anyway‘. The New York Times piece on COVID, the genome sequencing and Moderna is excellent. …
More On My Crypto Flippening and The Internet Of Value
Happy Saturday…. I think you will really enjoy this Raoul Pal interview with Scott Galloway on all things crypto and what Raoul describes as the ‘internet of value’ I keep going deeper down the rabbit hole with crypto. Luckily for me it is mostly about my job as an investor. Crypto is my personal ‘fontier’ …
Jason Hirschhorn, CEO of REDEF, Joins Me on Panic with Friends to Discuss Digital Content Creation and Other Media Trends (EP.142)
I was excited about having Jason Hirschhorn on the ‘Panic’ podcast and he did not disappoint. This interview turned into a two part series so lean back for this first part which covers Jason’s long history at MTV, Slingbox, News Corp and MySpace. Jason has some great stories that were fun for me to listen …
The State Of Venture Capital
The venture capital business/industry has changed a lot since I started writing angel checks in 2006. I was listening to ‘The All-In-Podcast’ on the subject yesterday and the guys really nailed it. I am biased because their description and analysis jives almost exactly with how I see it and our choices as a firm sticking …
Always Sardonic
Last week after seeing my sister for the first time in over a year, she sent me an old picture from her wedding: You can tell by my smile that I had no idea what a prostate was! I shared it on Twitter and the conversations were very funny. I miss my hair. Yesterday I …
Sam Jones, Co-Founder of OOOOO, Joins Me on Panic with Friends to Discuss His Radical Social Commerce App and the Business of Live Streaming (EP.140)
I am fascinated by the growth of e-commerce and the new shopping apps across the globe. I don’t shop online yet but for a few things/brands like Rapha. Ellen and Rachel have boxes coming to the house everyday. My friend Wayne Lloyd in Vancouver shares a lot of interesting startups with me and we go …
Momentum Monday – All New Is Good News and NFT Mania Enters Public Markets
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. Happy Monday everyone. …