RiskReversal Pod

Okay, Computer 10/5/22: Elon Eats Bird & Conversations with Not Boring’s Packy McCormick and FirstMark Capital’s Rick Heitzmann

Oct 5, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
Paternity Leave
01:51 • 2min
3
Having a Space to Step Back and Have Fun
03:44 • 2min
4
Is the Capital Supply Chain Going to Fall Apart?
06:07 • 3min
5
Cryptocurrency
08:42 • 3min
6
ETH Merge - What Do You Think?
11:59 • 2min
7
Sell the News on ETH?
13:42 • 2min
8
Bitcoin Maxis
15:13 • 3min
9
Elon Musk's Bitcoin Belief Is All About Getting Everyone to Buy and Hold Bitcoin
17:58 • 3min
10
Is There a Chance That This Is Just a Delaying Tactic?
21:02 • 2min
11
What Elon Musk Will Do With Twitter?
23:04 • 4min
12
Investing in AI Robotics
26:51 • 3min
13
Do You Want to Bet Against Meta?
29:24 • 2min
14
Is the Stock Market a One Down Three Up Risk Ward?
31:12 • 2min
15
Is Amazon Going to Be the Leader in the Market?
33:30 • 2min
16
How to Play All These Mega Trends With These Huge Incumbents
35:21 • 2min
17
What's All This About Current FinTech?
37:34 • 3min
18
CEO Summit - First Mark Capital
40:27 • 3min
19
Are We Oversold?
43:37 • 2min
20
Is the Private Market Getting Out of Whack?
45:27 • 5min
21
Apple App Store Sees Worst Decline in History of Data
50:17 • 2min
22
Is China an Issue for Apple?
51:47 • 6min
23
Do You Really Want to Take Your Stock Out?
57:29 • 4min
24
Can You Provide Convertible Debt?
01:01:50 • 2min
25
Where's Your Head Right Now?
01:04:09 • 5min
26
OK Computer Episode 5 - Markdowns
01:09:39 • 1min