Investing Episodes

Sept. 20, 2021

Paul Sanders on Hyper-competition

This week we kick off a series on episodes on hyper-competition (the point where quantity goes up and quality goes down) with the man who coined the term, Paul Sanders of state51.

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Sept. 13, 2021

Unpack the SAC

This week we unpack the SAC. That's Subscriber Acquisition Costs--getting to the heart of the issue and the core of why we find ourselves reverting back to bubble trouble. What's the customer really worth? And how much did you spend …

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Sept. 6, 2021

Robinhood and His Merry Memes

In this episode we go deep on Robinhood and the gamification of retail investing. Is it a passing fad that rescued us from boredom during lockdown, or, and it's a big question, a new foundation for how markets will work …

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