Messages
9/21/2023
13 : 34
High Interest Rates Usher In New Normal For Young People
Listen now (4 mins) | Today's letter is brought to you by Sidebar! Ready to take your career to the next level? Make your transition successful by leveraging a Personal Board of Directors. A
9/11/2023
11 : 44
"When The Facts Change, I Change My Mind"
Listen now (4 mins) | To investors, John Maynard Keynes once said, “When the facts change, I change my mind.” This classic investment advice is equally true in our personal lives, so Keynes' words
9/7/2023
12 : 4
American Companies Must Manufacture Advanced Semiconductors and Systems for Bitcoin Mining
It is critical for the United States to invest in designing and manufacturing advanced semiconductors for Bitcoin mining. This will help ensure a resilient supply chain, promote economic vitality, and
9/2/2023
8/17/2023
11 : 54
The US Economy Is Drunk & Confused
Listen now (5 mins) | Today's letter is brought to you by Sidebar! Ready to take your career to the next level? Make your transition successful by leveraging a Personal Board of Directors. A
8/14/2023
12 : 54
The Greatest Business Deal of the Last Decade
Listen now (5 mins) | Today's letter is brought to you by Sidebar! Ready to take your career to the next level? Make your transition successful by leveraging a Personal Board of Directors. A
8/14/2023
12 : 44
These 8 Bitcoin Charts Are Worth Watching
Listen now (3 mins) | To investors, I found a number of interesting data points while I was digging into the bitcoin market over the weekend. First, there are now more than 1 million addresses on the
8/3/2023
8/1/2023
8/1/2023
7/31/2023
12 : 14
Here Are 78 Charts To Explain The US Economy
Listen now (1 min) | To investors, This weekend I worked with the team at Bay Area Times to publish an overview of the US economy using 78 different charts. You can watch the video on YouTube or on
7/27/2023
11 : 44
The Fed Promised A Miracle And It Looks Like They May Pull It Off
Listen now (5 min) | Today's letter is brought to you by Sidebar! Ready to take your career to the next level? Make your transition successful by leveraging a Personal Board of Directors. A trusted
7/20/2023
14 : 34
How The Lottery Funded America And Grew To $1 Billion Jackpots
Listen now (6 min) | To investors, Gambling is an American tradition. More specifically, the lottery has been a core component to funding the rise of America and many of our most respected institutions
7/17/2023
12 : 4
This Movement Will Determine Your Great-Grandchildren's Economic Prosperity
e/acc is a movement that will usher in economic growth and prosperity by inspiring people to build solutions to hard problems using technology.
7/10/2023
12 : 44
The Fed Is Playing Chicken With A Recession
Listen now (4 min) | Read the end of today's letter for information on Sidebar: To investors, There are a few graphics and visuals that I came across over the weekend that tell a scary story for
7/7/2023
12 : 4
Bitcoin Q2 Network Report
To investors, The team at Reflexivity Research, led by Will Clemente, recently published a Q2 report on the state of the bitcoin network. This in-depth report covers everything from on-chain activity
6/29/2023
13 : 45
The State of Bitcoin Mining
Listen now (11 min) | To investors, I hosted a conference on bitcoin mining yesterday. Speakers included CEOs and leaders of the most successful mining companies in the industry. (view recording here)
6/20/2023
12 : 34
Today Is A Special Day In Our House...
To investors, There is something special about watching your friends and family accomplish their dreams. My wife, Polina, spent the majority of her life dreaming about being a writer. There were two
6/20/2023
7 : 15
A Data-Driven Breakdown of the Labor Market
Listen now (5 min) | To investors, The Federal Reserve has been hiking interest rates aggressively for the last year and a half. Although multiple banks have failed and asset prices are down materially
6/20/2023
5 : 17
The Impending Collapse of Commercial Real Estate
Listen now (8 min) | To investors, The $20.7 trillion commercial real estate market is in big trouble. A few weeks ago Treasury Secretary Janet Yellen publicly stated “I do think that there will be