Why We Invest in AI Companies From Roth IRAs
Why we invest in Anthropic from Roth IRAs The company has gone from roughly: $1B → $14B revenue run rate in ~14 months. Possibly the fastest revenue ramp in software history. Companies...
Why We Invest in AI Companies From Roth IRAs
Why we invest in Anthropic from Roth IRAs The company has gone from roughly: $1B → $14B revenue run rate in ~14 months. Possibly the fastest revenue ramp in software history. Companies...
From One Big Bet to a Diversified Machine
Some of the most successful people I work with did the exact opposite of diversification. They took massive concentration risk. A single company. A single business. A single bet. That concentration...
From One Big Bet to a Diversified Machine
Some of the most successful people I work with did the exact opposite of diversification. They took massive concentration risk. A single company. A single business. A single bet. That concentration...
Buying Real Estate Just Got Much Easier
Buying real estate just got MUCH easier - thanks to hybrid mortgagesFor too long, consumers have been forced to pay fees, commissions, and spreads that aren’t necessary.If you have investable...
Buying Real Estate Just Got Much Easier
Buying real estate just got MUCH easier - thanks to hybrid mortgagesFor too long, consumers have been forced to pay fees, commissions, and spreads that aren’t necessary.If you have investable...
The Evolution of Taxable Investing
There are three types of investments when it comes to taxes. 1. Tax Inefficient These are strategies where a big portion of the return gets siphoned off to taxes. Examples:...
The Evolution of Taxable Investing
There are three types of investments when it comes to taxes. 1. Tax Inefficient These are strategies where a big portion of the return gets siphoned off to taxes. Examples:...
Why Oil Spikes Can Trigger Recessions
Someone asked me yesterday why rising oil prices are such a big deal. It immediately reminded me of a scene from Landman where he walks through just how many things...
Why Oil Spikes Can Trigger Recessions
Someone asked me yesterday why rising oil prices are such a big deal. It immediately reminded me of a scene from Landman where he walks through just how many things...
Is Private Credit the Next Financial Crisis? (V...
Is private credit the next financial crisis? That’s what everyone’s asking and what all the headlines are saying. In this video I breakdown: What private credit is Why it’s all...
Is Private Credit the Next Financial Crisis? (V...
Is private credit the next financial crisis? That’s what everyone’s asking and what all the headlines are saying. In this video I breakdown: What private credit is Why it’s all...