Good morning…and happy mothers day to all the wonderful mothers who read my blog, especially the mom who keep our house in order Ellen. The eve of Mothers day 2021 might be remembered for the night Dogecoin topped. Last night Elon Musk was on SNL and it was streamed to Mars. Dogecoin is down 36 …
From: May 2021
Katherine Rosa, Former JP Morgan Global Head of Alternative Investments, Joins Me on Panic with Friends to Discuss Navigating Risk in the Growing World of Alternative Investments (EP.148)
Happy Saturday everyone. My guest on this weeks ‘Panic With Friends’ is Katherine Rosa. Katherine spent 25 years at JP Morgan and was the Global Head of Alternative Investments before recently stepping out. Katherine is now investing on her own and a board member at our SPAC Social Leverage Acquisition Corp ($SLAC). I was introduced …
The Flippening Continues and Investing in 2021 Is Weird
Yesterday I riffed about Dogecoin. To further, confuse people try this prediction on for size….”Olaf Carlson-Wee and Balaji Srinivasan estimate that at a price of $200,000 per Bitcoin, more than half the world’s billionaires will be from cryptocurrency” The flippening that has taken place in my portfolio seems to be happening to a lot of …
Measuring Everything In Dogecoin
I have no idea what a Dogecoin is but they are valuable. If you open Stocktwits or Twitter you are told that Dogecoins ($DOGE.X) are a meme. $DOGE.x has 200,000 followers on Stocktwits probably making it a top 20 followed ticker on Stockwits. A today’s price of 60 cents, the Dogecoin marketcap is 77 billion: …
The New Builders
My friend Seth Levine has a book out that I just ordered titled ‘The New Builders‘. I did get to read parts of the book early in PDF form and I like this overview about the books message from the Amazon page: Despite popular belief to the contrary, entrepreneurship in the United States is dying. …
The Future of Live Events – Introvoke
My partner Gary recently led a seed investment in a Techstars husband and wife company called Introvoke. Oana and Andrei met at Coventry University in the UK. Oana quickly found a marketing role with HP, first in the UK and then moved to the US as the Americas Marketing Strategy Lead. Andrei started his career …
Momentum Monday – Much Ado About Inflation
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. …
Smart People With Bad Takes…Bitcoin, Robinhood and Price Pays
If you put microphones in front of smart people you will get a lot of bad takes. This weekend for example, Warren Buffett and Bill Maher had plenty of bad takes on Bitcoin and Robinhood. Here is Warren on Robinhood. Warren is excited to read the Robinhood S1 and so am I as a shareholder. …
Happy 22nd Birthday Max!
Max turned 22 yesterday. We had a great day together. One of the best decisions I have made last year was to join Silverleaf golf club which got us outside every day and out of the house. Under my membership Max gets to play golf as much as he wants until he is 23 (the …