Hey guys! Todays guest is the anonymous account on Twitter @bluth_capital. Bluth has decided to surface from his interweb lair and join the podcast! We're going to discuss his VC journey and how it relates to big tech and SPACs. We're also going to discuss moats and the four horsemen of the new venture know-how (you'll find out what that means!). We'll then talk about the biggest risk that Bluth is acutely studying as we're 11 years into a bull market. Finally, we'll hit on NFTs, a commodities super-cycle, and some passive macro bail-outs.
This is a loaded episode so I hope you strap in and enjoy! If you like what you heard, please follow Bluth on Twitter @BluthCapital
- [1:30] Why Join Twitter?
- [4:00] Bluth’s VC journey and how it relates to Big Tech.
- [13:00] SPAC Attack Thread: Virgin Galactic (SPCE) and 23andMe (ME)
- [27:00] How to Find the Strongest Moats?
- [40:00] The Four Horsemen of the New Venture Know-How: CVS, PM, F and GOOG
- [53:00] Passive Macro Bail Outs.
- [1:07:00] The New Antirust Paradigm
- [1:10:00] Commodities Super Cycle.
- [1:12:00] Possible New Investment: Yelp
- [1:17:00] More from @bluth_capital and closing questions.
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