A Billion New Indian Internet Users
Episode 10: A Billion Indians are Joining the Wild West The internet is a lubricant to economic progress. If you examine the past couple decades of U.S. history, the internet has been the largest contributor to economic progress. Though it is a frontier accessible to all, the requisite is to have an internet connection. In comparison to America, many countries were lagging in the past decade, but in recent years, India has done a great job onboarding almost a billion people via a low cost, re...
A Billion New Indian Internet Users
Episode 10: A Billion Indians are Joining the Wild West The internet is a lubricant to economic progress. If you examine the past couple decades of U.S. history, the internet has been the largest contributor to economic progress. Though it is a frontier accessible to all, the requisite is to have an internet connection. In comparison to America, many countries were lagging in the past decade, but in recent years, India has done a great job onboarding almost a billion people via a low cost, re...
Strangers
Episode 9: Kalshi You mean we care about a stranger’s opinion? If you’ve ever invested in stocks, you’re familiar with the idea of a market. If a bunch of strangers think a company will perform well, the price goes up.Vice versa, if a bunch of strangers think a company will not perform well, the price goes down.Funny enough, the market is really just the collective of strangers’ opinions. The idea that the market reflects the truth really boils down to the belief that it incorporates all publ...
Strangers
Episode 9: Kalshi You mean we care about a stranger’s opinion? If you’ve ever invested in stocks, you’re familiar with the idea of a market. If a bunch of strangers think a company will perform well, the price goes up.Vice versa, if a bunch of strangers think a company will not perform well, the price goes down.Funny enough, the market is really just the collective of strangers’ opinions. The idea that the market reflects the truth really boils down to the belief that it incorporates all publ...
Do you enjoy lighting money on fire?
Episode 8: Bilt You can earn points on a drink purchased at happy hour last week, but can’t on rent. Seems almost silly, no? Scratch that, it fully does not make sense. Think about it - Your single biggest expense does not factor into your credit score. It’s absurd. Then Bilt came around. The company is solving one of the most obvious problems, and on top of that, building one of the strongest businesses I’ve seen.Let’s dive in. Hook, Line, and Sinker Competition between credit card companies...
Do you enjoy lighting money on fire?
Episode 8: Bilt You can earn points on a drink purchased at happy hour last week, but can’t on rent. Seems almost silly, no? Scratch that, it fully does not make sense. Think about it - Your single biggest expense does not factor into your credit score. It’s absurd. Then Bilt came around. The company is solving one of the most obvious problems, and on top of that, building one of the strongest businesses I’ve seen.Let’s dive in. Hook, Line, and Sinker Competition between credit card companies...
The Music Stopped
Episode 7: Fundamental Valuation Reset The music was on, and boy, did we dance. It would’ve been a crime not to. But the night turns into morning and we are feeling a hangover worse than ever before. Welcome to this month’s episode: Markets. It’s no surprise purchasing power is decreasing, public equities are taking a beating, and consumer debt levels are looking unstable. Though, in the face of all this, in the words of Brad Gerstner, “technology’s value creation and positive impact on human...
The Music Stopped
Episode 7: Fundamental Valuation Reset The music was on, and boy, did we dance. It would’ve been a crime not to. But the night turns into morning and we are feeling a hangover worse than ever before. Welcome to this month’s episode: Markets. It’s no surprise purchasing power is decreasing, public equities are taking a beating, and consumer debt levels are looking unstable. Though, in the face of all this, in the words of Brad Gerstner, “technology’s value creation and positive impact on human...
You've Got Two Minutes
Episode 6: BeReal. Wednesday, April 13, 12:44 AM ding You have two unread messages.Admittedly, I had no idea about BeReal until about a couple weeks ago. Also, admittedly, I have been a daily active user since. Well played, BeReal. Let’s explore how. BeReal? BeReal. At a seemingly random time per day, you’ll get a notification to snap a picture of what you are doing at that moment. Why? To stop curating your content and share an authentic version of yourself.TouchéEven when the app was down, ...
You've Got Two Minutes
Episode 6: BeReal. Wednesday, April 13, 12:44 AM ding You have two unread messages.Admittedly, I had no idea about BeReal until about a couple weeks ago. Also, admittedly, I have been a daily active user since. Well played, BeReal. Let’s explore how. BeReal? BeReal. At a seemingly random time per day, you’ll get a notification to snap a picture of what you are doing at that moment. Why? To stop curating your content and share an authentic version of yourself.TouchéEven when the app was down, ...
