I had a really fun two days in South Beach filled wall to wall meetings and meals with friends, founders and other investors. My friend Jan Van Eck invited me to chat with him to open their Digital Assets Investor Day. Van Eck and Social Leverage are both limited partners in Candenza’s first crypto fund. …

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Panic with Friends – Investing for Profit and Joy I haven’t met today’s guest in person, yet I consider him a close friend. We have spent a lot of time brainstorming. He’s a master of business development. He’s a master at brand. Sina has seen inside the belly of the growth beast a few times …

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I am in Miami today to have a fireside chat with my good friend Jan Van Eck who is the CEO of Van Eck (an $80 billion ETF and Mutual family of funds). Their annual crypto conference is here in South Beach. A lot of my friends in the technology space have moved here so …

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Two HUGE mistakes in my public market investing the last 8 years are: 1. Not owning Tesla 2. Owning Twitter Forget all the reasons why I suck for the moment, Elon Musk now owns Twitter too. On February 2nd of this year I shared this thought about Twitter on Stocktwits (and Twitter but the message …

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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 everyone. …

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Good morning. Morgan Housel has a good piece out on investing titled ‘How People Think‘ which is important given today’s post. Have a quick read. I am in a lot of Telegram rooms dedicated to crypto because Social Leverage has been allocating capital to crypto venture funds. A lot of the technical banter goes right …

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At our LP event last week, my first slide of my presentation was – ‘Don’t Panic and Don’t Chase‘. It is easy to panic and easy to chase. I have done it in my career. It actually feels pretty good immediately after you do it. A year out it looks and feel terrible. I wrote …

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I hate being that guy, so I will let Restoration Hardware CEO Gary Friedman be that guy. I love Restoration Hardware the brand and company (not always the stock) and Gary has had a great run at the helm. He’s out yelling ‘recession’ (Hard Money’s excellent market newsletter): Mortgage rates are shooting higher which won’t …

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