Nobody asked my opinion and by opinion I mean my opinion on starting, running, advising a community/content moderation/social networking site/app as a business. And by who I mean Elon Musk, the banks, his bankers, his advisors and his text friends. I have no doubt Twitter can grow revenues rather easily and earn significant profits, but …
From: 2022
Hello Grand Caymans…Goodbye Grand Caymans – See You Again Soon.
Good morning… I had a too brief stay in the Grand Caymans the last couple days. I was invited by the CFA Society to speak about investing and our firm Social Leverage. The last time I came to the islands in nearby Bahamas, I caught Covid and was detained in my room for 8 days. …
Ben Hunt of Epsilon Theory on Turning Layups into Losses, UK Pension Problems, Building Community & Much More
Panic with Friends – Investing for Profit and Joy My good friend Ben Hunt is here for the fourth time on ‘Panic with Friends’. He’s my go-to macro guy that always helps dissect big issues like inflation, the UK Pension liquidity crisis which he helps with today. Ben has been dead on with so many …
The Crypto Story
Good morning… This bear market/crypto winter has allowed everyone an opportunity to catch up on the asset class, including Matt Levine who I love reading. Matt has published a massive essay on all things crypto and so I wanted to share it here as I will be digging into his deep dive. You can read …
Momentum Monday…A Break From Relentless Selling or Just Selling Rotation? and Let’s Talk About Bonds…
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. …
Sunday Reads and Listens…It’s All AI (Artificial Intelligence) and DPI
Happy Sunday… The weather is finally starting to cool in Phoenix. I am going to head out on a long ride this morning. I have a busy week as I head to Vegas tomorrow for Money 2020 and the Cayman Islands for a conference. I have been down the AI rabbit hole of late and …
Further Down The NFT Rabbit Hole…Some Hardware That Looks Cool and Spiritually Long Versus Directionally Long
Good morning… I continue down the NFT rabbit hole each day Most of my current interest is in the potential utility and community and I still don’t see products, projects that interest me. I continue to hone a community idea around investing and comedy and lifestyle and it should be ready to show to the …
Panic with Friends: Bobby Matson of Payitoff.io on Navigating the Complex World of Student Loan Repayment
THIS IS AN IMPORTANT PODCAST IF YOU HAVE KIDS, FRIENDS WITH COLLEGE DEBT ….SO PLEASE SHARE Before I get into the details of this episode some quick links on student debt to share on how Payitoff can help people navigate all the college forgiveness confusion and also refinancing opportunities with API Partner First of are …
Unpopular Opinion….Subscale Is The New Scale… A New Era of Authenticity and Being Nice
Good morning you lovely lovely people. Howard here…. I finally ordered an eightsleep mattress (the cover). I had the founder Matteo on my podcast last year. My partners Tom and Gary swear by it so it was time to get with it. Yesterday I did my first professional bike fitting. I have trusted a mirror, …
Investing In Emerging Managers…Paying for Expertise… Getting Alpha, Passion, Focus and Expertise From Others …Swift Ventures and The AI/ML revolution
Social Leverage has been investing in emerging managers for a very long time but more formally this year. Some may call our firm Social Leverage an emerging manager but we are investing out of our fund 4, so I would not consider us emerging. I believe as technology accelerates and proliferates that an old financial …