It was a busy day in New York but it was fun to meet with portfolio founders and grab a great lunch burger at PJ Clarkes in midtown. The weather was great so I was surprised how quiet the city was. Midtown is sadly very quiet still and a bunch…

I think I have been pretty clear in how unclear my writing has been lately about the markets and investing…I am confused. My day job and passion and career is seed investing. I am not so confused about seed investing these days…prices seem VERY high. …

Happy Sunday I am already a bust on my 2022 resolutions. I drank a lot of water and my pee was white by the end of the day, but, we went for Chinese food and I slept like shit. Surprisingly, a lot of people have loved the Wallstrip links I…

Good morning everyone. As usual, Ivanhoff and I got together to tour the markets looking for momentum. This week it is the defensive stocks in charge which means, I continue to play defense with my money. You can watch/listen to the video here and I have embedded it on the…

It took Stocktwits a little longer to get to a series B round than most. But we did it with style. Yesterday the company announced a $30 million raise from Alameda Research (the investing vehicle for Sam Bankman-Fried of FTX fame) and Times Bridge of India who also invested in…

I love my job. To be able to invest in people and products that could be used by millions of people is a thrill. Now, I get paid well too. To do it in tradefi/fintech/financial services is very fulfilling because I love this domain that I will never master! Back…

Quick note…I gave a bad link to Ben Thompson’s excellent piece on Twitter a couple of days back. Here it is. Onwards… Good morning from Miami…. In a Panic with Friends first, I give myself the applause dub for some advice I’d passed to Justin back in 2014. I told…

What’s better than one Roy? Two! I’ve got Roy Erez and Roy Rubin from R-Squared Ventures on the show today. The two have teamed up to invest in Fintech, Enterprise/SMB SaaS, Marketplaces, and Digital Commerce. They’ve both founded, ran, scaled, and sold businesses where they stayed on as corporate executives…

The Student Loan Tsunami is coming in just a few short months: on February 1, 2022, the post-COVID resumption of student loan payments will hit over 43 million borrowers in the US all at once. Today, 70 percent of American graduates from last year have student loans. At Payitoff, the…