I am on my home to Phoenix today after three great weeks on the road.

I have smuggled three falafel balls, some hummus samples and pita bread back into the United States to be analyzed and eventually reproduced so I can set up a local falafel and kebab shop near my home.

This weekend is our annual Social Leverage LP and founder event in Scottsdale. We have not had the get together in three years because of COVID and I am really excited that 150 people will be attending.

I am also very excited to have watched a near final cut of the financial documentary I invested in and executive produced that will be out in a month or two. The director, Chris Temple will be showing a 10 minute clip and doing a fireside chat with me that I hope to share next week.

Israel was a blur of travel, meetings, smart people and food. I have so much information and so many thoughts and feelings running though my head and body that I have struggled to even start writing a blog post today. I have some writers block from the vacation I mixed into this work travel.

I am home for a couple weeks before heading back out around the world for most of April.

Before I summarize a few of my thoughts please remember that my view of the world is very narrow so everything I see is through that lens of privilege. I get to freely move around the open world and people do very nice things for me because of what I do for a living.

I like to think I give back in some small way by sharing ideas here and of course investing money in high risk ventures that at worst employ people and at best bring some productivity and joy to millions.

My main takeaway as an investor is likely not that insightful but just the same as I promised to share, despite the war and political upheaval everywhere, a tidal wave of capital will continue to get allocated. That capital will likely (my opinion) face much reduced returns in growth equities and private markets, but invested it will get. Deployment might even accelerate which is the big surprise to me from my talks and meetings.

I had the good fortune of attending a dinner Yaron Samid set up for some Unicorn founders and Managing directors of one of the most well known venture firms and while we talked off the record on all sorts of topics I believe it is fair to disclose that this dinner reopened my eyes to the tidal wave at hand.

Assuming the war does not escalate into World War 3 and COVID does not close us down I plan to do 3-4 circuits a year like the one I just made that covers the USA, Europe and the Middle east. On my next trip to Israel I plan to head to Dubai which Israeli entrepreneurs are treating like their Vegas/Miami.

The heart of Israeli tech is the Sarona district of Tel Aviv. Over the last six years it has exploded in size and scale and scope. I have never seen that type fo energy for startups and growth in my lifetime.

SOHO and New York are still my favorite cities/neighborhoods in the world but Tel Aviv and Sarona are now second. Amsterdam slips to three!

I am so lucky to be able to look at the world through the lens I have been given.