Last night Ellen and I were out with our oldest couple friends Jon and Cara Palmieri (at least 26 years). We had a great time at Swagyu in Imperial Beach and were treated really nice by the small team that runs the restaurant/butcher. Cara and Jon moved to Coronado from Phoenix a few years ahead …
From: August 2022
The Best of Panic: Garry Tan of Initialized Capital on Crazy Cap Tables, Crypto, Finding Balance in a World of Endless Opportunities and Much More
Panic with Friends – Investing for Profit and Joy I’m taking a few weeks off the podcast circuit to go climb some mountains on my bike. Knut and I have produced over 200 podcasts starting in march 2020 and have not missed a week since. With my long trip to Europe and Israel ahead I …
Battle At The 200-Day Moving Average
The markets are throwing it all at the ‘youts’ in 2022. This has been the first and a very nasty bear market for them. They heard the word ‘capitulation’ for a few months and it never came. All summer they heard about inflation and maybe even looked up the term ‘CPI’. The last few days …
Momentum Monday – Some Green Shoots
Good morning… 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. I …
Curiosity Killed The Cat…Not Your Career Choices and Focus On Things You Are Good At
Good morning everyone. Quick note…Ivanhoff and I are moving ‘Momentum Mondays’ to Monday for the most part so I will be posting them on Tuesday here on this blog. When I am traveling I am sure they will revert back to Sundays for Monday posting on the blog. Onwards… I had a great Sunday. I …
Sunday Reads And Listens – Investing During A Recession…Laughing Won’t Hurt You.
Good morning everyone. I am in Calabasas, just north of LA for the day and heading out on a grueling 53 mile ride with my pals Mike Dean and Roy Rubin. More training for my rides coming up in the Alps. Ellen and I had the joy of having my daughter Rachel home for a …
Podcasting With The Enemy – I Sit Down With Jason Calacanis To Talk Public and Private Market Investing
Good morning. I have softened in my old years. Back in the early days of Web 2, I took a disliking to Jason on the world wide web. Now that I am consumed with my moobs, my hairline and my prostate, I dont have as much time to bicker with people on the internet. Jason …
Erik Groset, CEO of BetFully, on Building a Legal Sports Betting Rewards App & Evading the Inflation Apocalypse
Panic with Friends – Investing for Profit and Joy Today’s guest, Erik Groset – Co-founder of Fantasy Sports Company and CEO of BetFully, is a friend of mine from San Diego. He’s a cool founder – a grinder, and CEO of a portfolio company in our fund – Social Leverage Fund II. I met Erik …
The CPI – A Follow Up …F*#K Inflation!?
I made the mistake of taking Rachel shopping at the mall the other day offering to buy a few business outfits for the fall season in New York. It is the high end UTC mall in La Jolla, a very nice outdoor piece of mall property. She took me into a Zara store and my …
Momentum Monday – Mortgage Rates Matter And Inching Back to 200-Day Moving Averages
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. It …