The Compound and Friends Reverse Ponzi Scheme
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Jul 8, 2022 Brendan Ahern, CIO at KraneShares, and Kai Wu, Founder and CIO of Sparkline Capital, join the discussion with insights into the shifting landscape of Chinese stocks and the impact of government regulation. They dive into the latest challenges in the tech sector, including the Voyager bankruptcy and its implications for crypto regulation. The conversation also explores the intersection of U.S.-China tech dynamics, innovative investment strategies, and the role of machine learning in finance. Their expertise sheds light on navigating market volatility and emerging investment opportunities.
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Godfather Anniversary
- Michael Batnick and friends went to a 50th-anniversary screening of The Godfather.
- His wife and their friend's wife, who had never seen it, loved the film.
Ranch Water in Austin
- Michael Batnick, Brendan Ahern, and others enjoyed Ranch Waters in Austin.
- This led to a fun night out, described as Batnick's 'best night ever'.
Asian Currency Crisis Anniversary
- The 25th anniversary of the Asian currency crisis reminds us of its severe impact.
- Some markets still haven't recovered from the 80%+ losses sparked by the Thai baht's devaluation.