Good morning everyone. As usual, on Sunday I share some reads and listens. This week I am headed back to Phoenix to get back in the studio with Knut to make my next series of ‘Panic Podcasts’. I have a great group to interview and talk markets and startups and growth. Ok lets get started… …
From: August 2021
The Exuberance is Contained
I’m always optimistic, but I am pretty bullish right now. On Stocktwits, people are always bullish but there is a good reason. The community was started by moi and grew in 2009 and 2010 post financial crisis. It grew fastest again starting March 2020 as the crash ended and money came down from the green …
Yoni Assia, Co-Founder and CEO of eToro, Joins Me on Panic with Friends to Discuss Dogecoin, the Rise of Retail Investors, and the Future of Crypto (EP.161)
I brought back Yoni Assia (he says in our new intro that he’s panicked about Dogecoin) for another guest appearance on Panic with Friends. He is a good friend of mine who’s been in the crypto space for a while now. Recently, I even got to catch up with him in Miami, which you can …
The Velocity Of Money In Startupland, IPO’s and M&A …Also The Velocity of Bad Takes
I have been writing about the incredible speed of money in venture over the last few weeks. Tomasz Tunguz the great Redpoint investor (he has been on my panic podcast) has a great riff with some data on the velocity we are witnessing. He begins: A venture dollar’s velocity has never been faster. The time …
Sunny San Diego Is The Spot
My first friends in San Diego were Gary Benitt (back left) and Alex Bard (right behind me). I was moving here in 2010 to get out of the real estate depressed Phoenix..and the heat to build Stocktwits. Tony Conrad at True Ventures who is my Stocktwits investor said I need to meet Gary and Alex …
Momentum Monday – Lot’s Of Cash On The Sidelines
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. It sure does …
The Next ‘Big Short’
I rewatched ‘The Big Short‘ today. It is much better the second time. It’s uncanny how much fraud existed at the banks and brokers. No wonder this fintech boom is so relentless and wild. I sent that tweet out yesterday as I finished watching the movie and it went pretty viral. That era, the banks, …