Charlie Bilello is back to talk markets, markets, markets. Charlie’s a veteran of the show. I like to catch up on the markets once a quarter, but I could talk about the markets all day, every day. And we love having Charlie on because he’s always prepared. We discuss zero percent rates and why the …
From: October 2021
Somebody Likes Me
I had one of those long Manhattan work days yesterday. It was great. The weather was perfect. I made all my meetings. I had dinner with some portfolio companies and even Rachel joined. After 11 I got in a taxi with Rachel and dropped her off first before being dropped off at the hotel. This …
Two Weeks In New York
I am back in New York for the next two weeks and I only know New York in one speed…overbook and squeeze everything in. I have a secret weapon this time…my daughter Rachel – who is now living here and willing to teach the old man a few tricks. For my schedule to work this …
Momentum Monday – Earnings Season Looks Good So Far
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. I …
Sunday Reads and Listens…Money is Everywhere, Speculation is Entertainment, But There Is No Bubble…and India – The Tech Enemy of My Tech Enemy Is My Friend
What a time to be alive and have some capital and a network. If you do not have capital you should be building domain experience and a network because I don’t see the capital flows slowing down or the printing ending anytime soon. My friend JC has a good post up titled ‘What Bubble’. The …
Speculation Is Entertainment is The New Netflix and Chill
Gary and I were getting a pitch yesterday from a fantastic, grizzled entrepreneur and he had a slide that read ‘Speculation is Entertainment‘. I could not help but stop and say ‘OMG…you nailed this moment in time’. Before COVID we lived in a world of ‘Netflix and Chill‘. With $11 trillion printed since COVID, we …
Bitcoin Futures ETF’s and Tracking Crypto For Taxes
Long week for me. I went Phoenix, Las Vegas, San Diego, Phoenix and now New York. I will be spending the rest of the month in New York working. I’m looking forward to seeing Rachel and catching up with portfolio companies and LP’s. I have not been in the city since June. Onwards… I am …
Rob Petrozzo of Rally: Classic Cars, Dinosaur Bones, and Crypto Punks (EP.171)
Today’s guest is Rob Petrozzo. He’s the co-founder and Chief Product Officer of Rally. Rally is a platform for buying & selling equity shares in collectible assets. They ‘rally’ to make investing behind ideas, emotions, and communities safe, easy, and accessible. The result… A 21st Century Portfolio, for everyone. The Company was in the news …
Bitcoin Valuation Crosses $1 Trillion …But Is It Worthless?
I took the day off the blog yesterday. I slept in which always surprises me. Onwards… We know three things for sure in 2021: 1. There will always be flat earthers 2. There will be people that won’t take the vaccine 3. People (ok just Jamie Dimon and my father in law) think Bitcoin is …
Momentum Monday – Is Oil The Only Chart That Matters?
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. Good morning… Before …