Messages
5/17/2024
13 : 44
Redneck Rich Financial Markets
Listen now (4 mins) | To investors, The last few weeks have been filled with fear, uncertainty, and doubt in financial markets once the Fed made it clear that the anticipated interest rate cuts would
5/17/2024
5/17/2024
12 : 44
This Stock Continues To Appear Highly Undervalued
Listen now (6 mins) | To investors, The Sohn Conference, where investors pitch their best investment idea, was hosted on April 3rd. The next day, I wrote to this group and said that I would have
5/14/2024
11 : 4
The AI Bots Are Going To Need Money
Listen now (4 mins) | To investors, OpenAI announced GPT-4o yesterday. The demos were incredible, including real-time language translation, a clean verbal interface where users can speak to the model,
5/13/2024
14 : 55
Crypto Is Being Politicized Which Should Not Be Surprising
Listen now (6 mins) | Today's letter is brought to you by Consensus 2024! Consensus 2024 is happening May 29-31 in Austin, Texas. This year marks the tenth annual Consensus, making it the largest
5/12/2024
5/10/2024
13 : 14
Prediction Markets Say No Recession Is Coming
Listen now (2 mins) | To investors, There was more than a 70% chance of a recession occurring in 2023, according to Kalshi prediction markets in July 2023. Not only did the recession never come, but
5/9/2024
12 : 24
Argentina's President Slashed The Government & Now Is Reaping The Benefits
Listen now (4 mins) | To investors, The President of Argentina, Javier Milei, is running one of the largest economic experiments in history. He assumed power with the country experiencing 300%+
5/8/2024
11 : 44
Headlines Saying FTX Is Paying Everyone 100% Are Inaccurate
Listen now (2 mins) | Today's letter is brought to you by Consensus 2024! Consensus 2024 is happening May 29-31 in Austin, Texas. This year marks the tenth annual Consensus, making it the largest
5/6/2024
13 : 24
Bitcoin's 200 Day Moving Average Hits All-Time High
Listen now (2 mins) | To investors, The bitcoin network launched on January 3, 2009. In just over 15 years, the network has become the strongest computer network in the world. There are hundreds of
5/3/2024
14 : 34
Prediction Markets Don't Believe The Fed
Listen now (2 mins) | Today's letter is brought to you by Consensus 2024! Consensus 2024 is happening May 29-31 in Austin, Texas. This year marks the tenth annual Consensus, making it the largest
5/1/2024
11 : 24
Bitcoin Is Beaten Down By The Macro Environment
Listen now (3 mins) | To investors, Bitcoin's price has been falling in recent weeks. This may be surprising to market participants that expected the digital currency to rise aggressively after the
4/30/2024
11 : 34
Hong Kong Launches Crypto ETFs To Lackluster Trading Volumes
Listen now (3 mins) | To investors, There were six new crypto ETFs that started trading in Hong Kong on Tuesday. These were the first spot bitcoin and spot ether ETFs to launch in the region, but the
4/29/2024
11 : 54
There Is So Much Money Sloshing Around The System
Listen now (2 mins) | READER NOTE: This Thursday I am hosting a free webinar for anyone who is trying to transition into a new job in the bitcoin and crypto industry. Previously, my team and I have
4/29/2024
4/25/2024
11 : 44
Politicians Want Higher Taxes To Cover For Their Lack of Discipline
Listen now (4 mins) | Today's letter is brought to you by Shortform! Shortform has the world's best guides to 1000+ nonfiction books. Learn key points and gain insights you won't find
4/23/2024
13 : 44
The Banks Don't Want The Crypto Wealth
Listen now (3 mins) | To investors, New industries bring new problems. The market has been focused on the various ramifications of bitcoin and crypto adoption, but these conversations have historically
4/22/2024
13 : 24
Geopolitical Chess Meets Economics
To investors, There was a flurry of new legislative bills related to foreign conflicts that made progress in recent days. Although it seems absurd to send nearly $100 billion abroad while the United
4/21/2024
4/19/2024
13 : 4
Overview of Today's Bitcoin Halving
Listen now (4 mins) | To investors The bitcoin halving is scheduled to happen later today. I asked Meta's new AI model to explain what the halving was and here is the output: “The Bitcoin Halving