Before I get started – you MUST listen to this podcast of Patrick’s with Eric Mandelbratt titled Investing in the Industrial Economy. I link again later in this post but do yourself an investing favor and listen. Onwards… I miss all the oil jokes from April 2020 (when oil went negative): There are so many …

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I am off to New York with Ellen next week to work and see Rachel. From there we are off to Tel Aviv with a stop in Tuscany. I need some Tuscany low $VIX life for a bit. I am interested to see how much the price of pasta and pastries and 1 euro espresso …

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My friend Rob (born in Ukraine), the founder of Koyfin sent this note out yesterday with his weekly ‘Wizards’ episode: Our People In Ukraine The Russian invasion of Ukraine has negatively impacted our Ukrainian employees and their families. Many have had to flee their home while others are unable to leave cities like Kyiv, Kharkiv …

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Panic with Friends – Investing for Profit and Joy     I’m really excited to have  Tushar Jain on the pod. He’s the co-founder and managing partner of Multicoin. We talk about the current crypto market, what it was like in the 2018/19 bear market, and what we can expect with crypto/web3 on a 2 …

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We are pleased to announce Fund III portfolio company Nayya has raised $55 million in a Series C equity round led by ICONIQ Growth. Since we first invested in Nayya in July of 2020 ($2.7 million round), they have raised raise two more rounds totalling $48 million in 2021. Nayya’s digital assistant helps users navigate …

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Gary, Tom and I are excited to announce Matt Ober is joining the team at Social Leverage. Matt is based in Manhattan. Matt and I connected about 11 years ago at Stocktwits, where WorldQuant became the first customer to buy and integrate the Stocktwits data feed. Over that time, we’d catch up whenever either one …

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