Panic with Friends – Investing for Profit and Joy In this episode my good friend Ryan Spoon makes his first appearance. We’ve known each other forever on the internet and met in person seven years ago when Greg Bettinelli introduced us at the Upfront conference. Ryan is a great connector – a super connector. Ryan …

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How bad is it out there right now in the markets? The summer of road travel that Americans love is at hand at gasoline prices are the highest EVER: If next week is down for $QQQ it would be the 8th in a row and would tie 2001 and 2008 a couple of notorious tech …

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I have not taken enough pitches in the last 60 days to know if seed prices have come down in any meaningful way. I have been working through my pipeline and helping companies already in the portfolio. I have a bunch scheduled over the next few weeks and assume a much different tone and dialogue. …

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Good morning everyone… Short note today with two good links. Tomasz Tunguz who I link to often here has back to back pieces that look first into how prices could still drop much further in the highest multiple software companies and than offers up his mid year predictions for Web 3. They got my attention. …

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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. In a bear …

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It is not just ‘tech stocks’ in a bear market. Crypto has been crashing as well. To keep it simple, I follow the $TCAP total market token and that token is down 60 percent since November. What is TCAP?: TCAP gives holders real-time price exposure to total cryptocurrency market cap. It’s a new, 200% fully …

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Good morning everyone. Back in January I started noticing all the ’roundtrips’ tech stocks were having as they gave up their COVID gains. I called the moment ‘The Great Roundtrip‘. This ‘great roundtrip’ has become something more now that hundreds of tech stocks are trading below year 2020 prices. Marc Rubenstein calls it Dotcom 2.0 …

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I wake up this morning already aggravated that both the Leafs and the Suns could not close it out. And Boom…I have 50 texts from people telling me that Musk backed out of the Twitter deal. A few days ago ‘Hindenberg Research’ laid out a short sale idea saying the deal would not happen and …

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Panic with Friends – Investing for Profit and Joy The last time there was a major market panic we were panicked about COVID, which is why I started this podcast. I had planned a few episodes to ride us through the chaos, but here we are just over two years and just over 200 episodes …

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I remember being told that the post COVID world would be like the roaring twenties. I almost got a tattoo I was so excited. Instead I went mostly to cash and have managed to still lose a lot of money. The annoying Bitcoin people keep telling me that cash is stupid and I have had …

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