Good Sunday morning everyone. I am resting and working in Phoenix for a few days before heading back on the road for the last three weeks of the month. The temperature has finally started to cool and yesterday was the first perfect afternoon of the fall. I will start today with a stupid Government regulation …

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This week I had the founder (Matteo Franceschetti) of Eight Sleep (he told me to think of sleep as fitness) and Carbon Health founder Eren Bali on my podcast. They will go live in a few weeks. I really was blown away by by their vision and their products. Yesterday I mentioned that a big …

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Thinking about the next ten years I went back 10 years on my blog to read what I was thinking in 2011. Sure enough, there is a post I wrote titled ‘The Next Ten years‘. I was incredibly optimistic about investing in startups. I linked to a very prophetic piece by William Quigley who wrote: …

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It’s already that time again. Another episode of Panic with Friends. Old friends, new friends, all friends. Today’s episode is a new friend, Nicholas Adler. I’m not sure the best way to describe him – he’s a lawyer, entertainment wiz, and works with the one and only Snoop Dogg himself. They’ve gone on a massive …

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When I was a kid investing in stocks…I feared October. I feared it because of Black Monday, October 19, 1987. The market crashed 22 percent …in one day. I remember exactly where I was sitting and what I was doing that day. I was working my first job after college in the wire room of …

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The Cloudflare Blog ($NET) had as good an explainer as anyone on how Facebook was down yesterday. Of course this rang true to me from the post… Today’s events are a gentle reminder that the Internet is a very complex and interdependent system of millions of systems and protocols working together. That trust, standardization, and …

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Happy Monday from Miami. 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 …

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Good Sunday morning everyone… The world continues to open up. Color me happy. Pete is interviewing founders in our portfolio each week and this week he chats with Laura Munkholm a founder of Walla. Walla is a studio management platform build for the boutique fitness industry – yogo studios, pilates studios – everything from crossfit …

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I have a long month on the road. Social Leverage is working on a new investing product and category and I am talking to emerging managers around the world. I am in Miami for a few days working and seeing friends and founders. Next week I will be in Phoenix and Las Vegas and then …

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I was reading a great Ben Thompson piece about Cloudflare (I had Matthew Prince the co-founder on my pod a while back) yesterday, but it was a riff about Amazon that got in my head. Here it is: It’s impossible to overstate the extent to which AWS changed the world, particularly Silicon Valley. Without the …

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