Happy Friday afternoon. Before I get started… I got an unusually high amount of responses to my post yesterday about the TAM explosion in the degenerate economy. It is always nice to hear from readers and I rarely share the shoutouts but this one from...

**Note: TAM = Total Addressable Market What a difference a few years make in the ‘degenerate economy’! In 2022, the mob wanted Vlad in jail for sprinkling ‘confetti’ on the screen after you executed a trade but in 2025 the mob is cheering Vlad and...

Good afternoon… This Michael Ovitz riff on history and domain experience building CAA (do click and read/listen) really resonated with me as an investor and CEO… Twitter tweet I believe domain experience around investing, markets, financial media is...

As a reminder, MarketSurge (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 MarketSurge. They are offering my readers 2 months for $59.95 – save...

Good morning. It is a big shopping weekend so I thought I would share a few links link to some portfolio companies offering great ‘Cyber Monday ’sales. For you Manscapers and significant others, there is a 25 percent off site wide sale on all...

Good morning… I hope everyone had a great thanksgiving. In this week’s episode, I cover the following topics: Robinhood is building out their own prediction market stack and Kalshi might be the odd man out. The prediction market wars are heating up. One...

Good afternoon… The ‘inbox wins’ is a theme of mine (and Ethan Berk) who is our analyst. In the public markets, Google is my inbox investment. In our Socialleverage.com funds we have made a bunch of successful inbox investments over the years and two...

As a reminder, MarketSurge (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 MarketSurge. They are offering my readers 2 months for $59.95 – save...

Good afternoon from Coronado. I was having lunch a few weeks back in New York with Fred Wilson to catch up on all things venture and we had a fun conversation. He was telling me about how much he loved his new self driving $TSLA ( ▼ 1.05% ) because of...

Good morning… I recorded a fresh new ‘This Week In The Degenerate Economy’ episode below. The main topic is the crowding of the degenerate economy trade… The specific topics are below the video. Have a great Friday. You can follow along with how I have...