The SuperTalls are a huge gamble for developers. They're making some money no matter what, but occasionally they win really big. One of the factors I think that led to the construction of the SuperTalls is the unit is becoming the store of value for the international lead.
Will mixed reality win out over virtual reality? And is crypto a security?
(00:21) Jason Moser and Matt Argersinger discuss: - Apple’s Vision Pro headset and the company’s new focus on spatial computing. - How the offering stacks up to Meta’s Quest products. - The SEC’s suit against Coinbase and Binance, and what it means for crypto.
(19:11) Deidre Woollard speaks with Wall Street Journal reporter and author Katherine Clarke about the business of New York real estate and her new book Billionaire’s Row.
(33:06) Jason and Ron discuss the PGA/LIV partnership and two stocks on their radar: Adobe and Oxford Industries.Stocks discussed: AAPL, META, COIN, DOCU, SFIX, TTN, MTN, ADBE, OXM
Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Katherine Clarke, Deidre Woollard Engineer: Dan Boyd
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