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My  good friends @Jeremiah S and @Andrew Neeme join me in a chat about the future of Online Gambling, including Poker, casino games and sports betting.  Is it the next "weed" trade?  

With potential improvements on the legal front, this may be an area to watch in the coming years under this administration.  Please take some time this weekend and watch this great discussion about how we can potentially approach this industry in coming years.

The PLEASE PROVIDE ANY FEEDBACK OR THOUGHTS you have on the topic.  Cheers and enjoy your weekend.

Part 1:

Part 2:

ps: Real Vision did you hear?  Dave Portnoy for an interview?  Maybe a CEO of a gaming company in the space?  Maybe a casino owner?  Could be interesting! @Jack Farley given your interest in this space I'm looking at you :)

Here are a couple links to assist you guys in the history of the legal arena:

@Max Wiethe @Ash Bennington @Raoul Pal @Weston Nakamura @Tony Greer @Edward Harrison @Sam Colt @Matt Daniell @Seth Dingle @John Ahearn @Moritz Heiden @Christopher Moir 

Friday 1/22/2021

  • Shifting Perspective
  • Hot tub time
  • Wonky evening trades... is there going to be follow through?  
  • In person interview, sooo over Zoom 🎥
  • @Tony Greer ^

Thursday 1/21/2021

  • Sunrise
  • Mountain Biking
  • Admitting you don’t know everything and being okay with it
  • How to take NO position 

Commodity Trends! Energy, grains, precious metals, industrial metals, softs, and meats!

Taking a look at the state of the trends in the constituents of the Bloomberg commodities index referenced in my video from a couple of days ago. Apologies for the weird ending...I decided to break the videos up. If you want to see the demo of the sizing tool, check here.