Episodes (Page 17)
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Discussing how to value crypto projects and general investing principles.
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Analyzing spread trading in big tech, highlighting the power of Google and Microsoft.
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Discussing the proposed "Wealth Tax" and its implications.
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Discussed Trump's SPAC and intelligent capital leveraging strategies.
E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
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Examined supply chain shortages, labor issues, and inflation impacts.
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Deep dive into crypto investing, Solana, and institutional money.
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Coinbase CEO reflects on company mission and controversial blog.
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Balaji Srinivasan discusses crypto, China's lawful evil, and US outlook.
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Facebook's difficult week and Instagram's impact on teen girls.
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Debunked false Ivermectin narratives and discussed regulatory capture.
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Discussed Theranos, VC fraud risks, and China's video game ban.
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Broke down the US Afghanistan embarrassment and China's potential role.
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Discussed innovative venture strategies, internal markups, and venture studios.
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China's tech crackdown discussed, impacting large firms and institutional investors.
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COVID vaccine mandates and public vs. private policy debated.
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COVID-19 breakthrough cases and vaccine mandates discussed.
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West coast super drought and the climate crisis analyzed.
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Robinhood's $70M fine and S-1 filing analyzed.
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NYC mayoral race and rejection of far-left candidates discussed.
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Lina Khan's FTC chair appointment and potential big tech breakups discussed.