In March, Tesla sold off about 10% of their Bitcoin...

Elon Musk said the reason they sold was to, "prove the liquidity of Bitcoin as an alternative to holding cash on the balance sheet..."

On the opening rant this week, Dan examines all the facts behind the surprising move...

And explains why he's not buying Musk's explanation...

Then on this week's interview, Dan invites Thomas Ricketts onto the show.

Thomas is President and CIO of Evolutionary Tree Capital Management, a firm exclusively focused on innovation investing. Evolutionary Tree uses their unique investment process to differentiate between hype and real innovation that yields future growth.

Their approach has led Evolutionary Tree to find stocks like HubSpot, ServiceNow and Pinterest before they were well known.

During their conversation, Dan asks Thomas what the main difference between innovation investing and speculating really is. Thomas explains how his firm uses 8 special criteria to separate the hype from the legitimate long-term opportunities.

Thomas even gives the listeners a handful of stocks he loves in cloud computing and biotech – two industries he says are poised for massive growth over the coming decades.

Then on this week's mailbag, one listener asks Dan how to buy "some additional insurance via buying put options..."

Another listener asks what Dan thinks about the sudden shift to ESG initiatives being parroted in many major industries.

And a final listener asks an excellent question about inflation and conventional economic wisdom.

Dan gives a thorough reply to this question and more on this week's episode.