My biggest struggle as a CEO at Stocktwits was recruiting. I did not spend enough time on this part of my job and it slowed us down. At startups you hear about technical debt and obviously financial debt, but a lot of the problems stem from recruitment debt. If you don’t have the right people, …

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Quick Note – Yesterday I made a mistake when I sad four of our fund 4 companies had recently raised financing. The companies are in fact in our fund 3. Onwards… The other day Tesla fell back below it’s 200 day moving average. I mentioned in the tweet that Ethereum would at some point in …

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We are seed investors so it is always exciting when the companies we back execute extremely well, grow and attract more capital. Recently, four of our fund 3 companies have raised large later stage rounds. First is 1up.health in Boston. What do they do? 1upHealth provides data interoperability between healthcare systems at a very low …

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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. …

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Happy Sunday everyone. This Conan O’Brien interview with Seth Rogen is fantastic. The All in Podcast this week was very good as well. David Friedberg does 20 minutes (at the end) on Synthetic Biology that was really interesting. I love these deep dives into new public companies by Mario at The Generalist. This one is …

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Everyone seems to agree that Stanley Druckenmiller is one of the great traders of all time. He is worried about the US dollar and the FED. It is a very good listen/watch. I have embedded below: The markets are the place where these predictions are playing out as the US dollar weakens and inflation proxies …

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We had our monthly founder Zoom this week and discussed policies for employees coming back to the office. The question is going to be asked more and more as we head into the summer. All the venture firms are asking the same question. Fred Wilson wrote about it well here. Many of my ‘in-person’ habits …

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Of course there is a ‘Robinhood’ of India. Today’s guest started and built Zerodha which is a fast growing, profitable brokerage in India. I know you will really enjoy the conversation. For more details read on below. You can listen to the full podcast on Spotify or Apple. Guest: Nithin Kamath Profile: Founder and CEO …

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I have been leaning heavily on $QQQ over $SPY for a very long time on this blog. It worked. Here are two charts that offer up some short term and long term perspective of how that ratio is changing right now: Technology is more pervasive right now so I doubt we see a crash the …

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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. …

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