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Do you see a bubble in your bubble?

I think the series Raoul kicked off is really good. The link is here: https://www.realvision.com/shows/the-expert-view/videos/is-everything-a-bubble-why-thats-the-wrong-question?source_collection=fe19ab8abedc40ea94ccc32be93b1948

So I am wondering what each of you guys are seeing in your everyday life in regards to a bubble vs no bubble? In your specific domain of life that you specialize in, do you see bubble-like characteristics and excessive speculation? This could be in finance or simply at the job you work at. I know we can break down the prices and data of every single domain but the look you get on the ground can't always be quantified, so what are you seeing/thinking? 

Marc Cymontkowski
VP Engineering @ Haivision

Essential Factors in a Video Solution for Financial Services

I thought this might be interesting for some of you finance folks around here. I'm posting it in this channel, because it is unrelated to finance. Since I'm a video guy, this is meant as guidance on what to look for in a video solution. And yes, I'm working for the company, so it is biased ;-)

https://www.haivision.com/blog/enterprise-video-answers/essentials-financial-services-video-solutions/

Kevin Kelly, CFA
Co-Founder of Delphi Digital

@Kaiwen Chen7 the number of opportunities in this space continue to grow, especially for those making the jump from Wall St.

For example, our firm, Delphi Digital, began as a research boutique to bring institutional-grade research and analysis to the digital asset market. Structured very similar to an independent sell-side shop with top-down + bottom-up analysis, valuation models, etc.

As this space gains more traction, the demand for those with traditional finance backgrounds will only increase.

I'd reach out to the team at Proof of Talent - happy to make an intro as well if you're interested in making the jump.

https://proofoftalent.co/21

#Finance / #Economics books I’ve read on my journey to try to understand what's going on. I've found these really informative and feel you can take something away from every book – much gold to mine! Hopefully some value here for people. In no particular order: A Random Walk Down Wall Street - Burton G. Malkiel (considered a grassroots classic) The Intelligent Investor - Benjamin Graham (this one has long been considered a classic) Reminiscences of a Stock Operator - Edwin Lefèvre (another longtime classic held up as essential reading) The Physics of Wall Street - James Owen Weatherall (lesser known - one of my favourite recent reads, connects a lot of the dots between physics / maths and investment. So many interesting people and stories covered!) The Man Who Solved the Markets - Gregory Zuckerman (great followup to the above. Incredibly well written story about Jim Simons and Renaissance, plus covers lots on modern politics & the battles within Renaissance in recent times) The Alchemy of Finance - George Soros (heavy going at times, part diary + semi-instructional) More Money Than God - Sebastian Mallaby (brilliant investigation into the history of hedge funds. Misses out some key people like Ray Dalio, though) Seeking Wisdom: From Darwin to Munger - Peter Bevelin (connects a lot of the dots) The Big Short - Michael Lewis The Bitcoin Standard - Saifedean Ammous (considered a classic in the burgeoning Bitcoin literature) Principles - Ray Dalio (needs no introduction) Confidence Game: How Hedge Fund... (More)