Given the ongoing market volatility, here's a series of notes & quotes from @biancoresearch and @AshBennington on today's @RealVision Daily Briefing:



📝 🧵👇 (n/7) 1// -20% Market Correction in the S&P 500

>> From the previous high to today's intra-day lows, the S&P 500 reached the -20% drawdown threshold.

>> Many stocks have experienced large negative price performance thus far in 2022.

#Markets #investing #volatility

Fascinating podcast episode and worth a listen. Thanks for sharing! 👍

@SahilBloom @awilkinson @gregisenberg @_trwih

Here is a list of several key ideas from the 67 minute podcast episode: 📝

(n/7) 🧵👇

Ideas from the Podcast, Part 1:

>> Digital detox
>> Role of habits
>> "Environment hacking"
>> Gamification of apps
>> Mimetic desire
>> Using houses for work offices?
>> Dopamine & impact on human behavior
>> Emphasis on long-form content, not short-term clickbait

Great discussion between @DavidSacks and @APompliano on the @PompPodcast.

Here's a series of key highlights and notes:
(n/12)

📝 🧵 👇

1// Experience & Credibility & Legendary Track Record

>> Previous COO at PayPal
>> Previous Founder & CEO at Yammer
>> Co-Founder, Craft Ventures
>> Podcast Co-Host, @theallinpod
>> 20+ years in tech & VC ecosystem
>> 20+ unicorns

@DavidSacks

craftventures.com/team/david-sac…

Fascinating article & interview with @Econ_4_Everyone and A16Z's @derrickharris. Thanks for sharing!

Some notes & quotes that I found to be interesting:
📝 🧵 👇

future.a16z.com/data-science-a… 1// Background:

>> "John List is chief economist at Walmart (a title he previously held at both Lyft and Uber) and a professor of economics at the University of Chicago".

Highly recommend watching the latest TED Interview between @TEDchris and @elonmusk!



To save you some time in case you can't watch the full video, here's a series of 16 highlights from the interview below: 👇 🧵 1// The Importance of Optimism & Positive Thinking:

"We want to wake up in the morning and look forward to the future. We want to be excited about what's going to happen. Life cannot simply be about solving one miserable problem after another". - @elonmusk

Recently, @DavidSacks presented several top-of-mind ideas on a wide-ranging interview with @RubinReport.

Here are my 10 summarized highlights from this episode of the The Rubin Report:👇

1) David Sacks graduated Stanford University in 1994, and he met Peter Thiel at Stanford.

Sacks joined PayPal in 1999 and served as PayPal's Chief Operating Officer.

Currently, he's the founder of Craft Ventures, where he focuses on VC investing in bottom-up enterprise SaaS.

Last week, @HarryStebbings hosted an exceptionally insightful podcast with @tfadell. In the spirit of the “20” in The Twenty Minute VC Podcast (@twentyminutevc), here are 20 highlights from the podcast:

🧵 💡 👇

thetwentyminutevc.com/tony-fadell/ 1) Tony Fadell is often referred to as “the father of the iPod”. Previously, he was the Founder & CEO of Nest Labs.

Currently, he is a Principal at Future Shape, which is a firm that delivers “mentorship with money”.

Fun fact: Fadell has filed for 300+ patents in his career.

Last week, a fantastic episode on the Meb Faber Show with @verdadcap and @MebFaber highlighted several market observations and contrarian insights. 👏👏👏

#markets #smallcap #investing

Here is my summarized list of 20 highlights from the episode: 🧵💡👇

1) Verdad’s core investment strategy remains focused on “private equity replication”, which primarily invests in public equities that are “small in size, cheap in valuations, and financially leveraged”.

Verdad grew its AUM from ~$50M in 2018 to ~$600M in AUM today.

This past week, Barry Ritholtz (@ritholtz) hosted an excellent podcast with Bill Gurley (@bgurley) on the @MastersinB Podcast.

Thanks @bgurley for sharing your insights!

Here are 10 highlights from the podcast:

bloomberg.com/news/audio/202… 1) Bill Gurley is a legendary venture capitalist and has been a Partner at Benchmark Capital since 1999. He frequently shares his thoughts on his blog, which can be found at this link: abovethecrowd.com

Here's a thread of thoughts to demystify complexity and quantitatively display how interest rates impact the value of future cash flows: 🧵👇

#Markets #InterestRates #stocks 1) Recently and especially after yesterday's FOMC announcements about monetary policy updates, several investors are discussing the role of changing interest rates and their impact on financial assets, particularly "growth stocks" and "value stocks".

Given the rising concerns and thoughts about the links between expansionary monetary policy, money supply, and inflation, I wanted to share a few opinions on the topic of inflation and the velocity of money:

#inflation #deflation #moneysupply #economics 1) M2 money supply is up about 25% from last year’s levels, which indicates both the massive money creation and the high degree of expansionary monetary policy that was needed to help stabilize America’s economy and financial markets after the outbreak of the coronavirus crisis.

Last week, @HarryStebbings had a wonderful @twentyminutevc podcast with @ScottDSandell. In the spirit of @twentyminutevc, here are 20 highlights from the podcast:

#VentureCapital #startups #innovationeconomy

thetwentyminutevc.com/scott-sandell/ 1) Scott Sandell is the Managing General Partner at NEA. He is frequently named in the Forbes Midas List for being one of the top VCs in the VC ecosystem and has led investments in Salesforce, Data Domain, Tableau Software, Workday, and more.

Earlier today, @JonahLupton hosted an informational webinar titled “Everything about SPACs”. Great summary with lots of educational knowledge about SPACs. 👏 👏 👏

#spacs #Markets #investing

Here are the highlights below:

1) The webinar discussed SPACs, PIPEs, SPAC sponsors, warrants, and examples of SPACs. The webinar also discussed the SPAC process, de-SPAC process, and the redemption feature.

(Past performance is not indicative of future returns, and risks are present in SPAC investing.)