Entrepreneur, investor, and lifelong learner. Daily writing: https://xitter.cf/t.co/tpCu2xhIBx Website: https://xitter.cf/t.co/aof319cnW2 My second book: https://xitter.cf/t.co/2W94vXav7i
New York City
Joined July 2011
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My rules of business: Build shit people want, never give up, avoid assholes, question assumptions, learn new ideas & always reward ambition
Two days ago @MunchingMoez laid out his short thesis on Moderna.
Today the stock is down nearly 20%.
Pretty crazy. $MRNA
This is one of the most interesting conversations I have had on the podcast in a while.
I spoke with Anson Funds' @MunchingMoez to discuss how he trades hype and momentum, why he converted to bitcoin believer, and the lessons from putting $1 billion into bitcoin treasury companies.
We also discuss the AI trade, Korea’s memory boom, long activism, prediction markets, his $LION position, and SPACs.
YouTube: youtu.be/DqzbgKwuVxg?si=q-_Z…
Spotify: open.spotify.com/episode/42W…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
1:11 - Chasing hype, momentum & dealmaking
6:34 - Bitcoin: from deals to believer
9:02 - Bitcoin treasury companies & Strive’s preferred
15:40 - AI hype & sky-high valuations
17:53 - Private AI deals, tokenized stocks & 24/7 trading
21:23 - Trading against ChatGPT
24:50 - Finding your edge (SpaceX vs small caps)
28:46 - Korea, memory stocks & record put buying
34:27 - Short selling vs long activism
42:35 - Why Moderna could fall
45:16 - Prediction markets & social media sentiment
51:44 - Space & SPACs
54:56 - Canada, trade wars & funding Olympians
Tax loss harvest season is here.
Sophisticated investors sell their stocks at a loss and rotate capital to similar exposures.
@cfosilvia is very good at identifying specific opportunities in your portfolio & creating a plan to execute.
Try it free: silvia.com
Just recorded a great conversation with the legend @DivesTech about the AI trade.
Lots of new insights were discussed, especially from his recent trip to Korea.
Episode out at 5pm ET today.
The US economy is in a weird place.
Here are two headlines on the front page of CNBC this morning:
1. Trump’s approval rating on economy hits all-time low as midterm looms: CNBC survey
2. Jobless claims near the lowest since the 1960s as low-fire trend continues
You would never expect to see low approval rating with decades-low unemployment, but that is a reality of a complex economy that is experiencing significant change.
Timeless investing principles will always be valuable.
But you have to adapt your mental models for the new world or risk being exposed to disruption.
Anthony Pompliano 🌪 retweeted
It is obvious that @elonmusk is Chief Problem Solver of America.
Give him whatever resources he needs and get out of his way.
I explained on @AmericaNewsroom this morning.
It is obvious that @elonmusk is Chief Problem Solver of America.
Give him whatever resources he needs and get out of his way.
I explained on @AmericaNewsroom this morning.
I enjoyed talking with @BillHemmer and @DanaPerino.
If you aren't following them yet, I suggest you give them a follow.
Anthony Pompliano 🌪 retweeted
$SVIA announces aggressive cost-cutting initiative expected to deliver more than $10 Million in savings
@APompliano is on a mission to make every possible shareholder friendly move as the CEO of the world's only Agentic AI subscription business with a large $BTC Treasury
Link: investors.cfosilvia.com/node…
Meet your proactive AI CFO for your personal finances
In this walkthrough, we show how Silvia connects your financial life, understands your goals, and helps you stay ahead with personalized guidance, deep research, financial simulations, and proactive radars.
Timestamps:
00:08 Connect Accounts, Assets & Liabilities
00:46 Silvia Security
01:04 Dashboard — Your Financial Overview
01:26 Portfolio — Accounts & Holdings
01:35 Goals — Set Your Financial Targets
01:42 AI Performance & Benchmarks
01:53 Your Financial Interview with Silvia
02:08 Ask Silvia — Personalized Financial Guidance
02:58 Deep Research & Financial Simulations
03:16 Vault — Documents & Saved Reports
03:58 Radar — Proactive Financial Alerts
04:29 Text & Call Silvia
Become your own CFO
Try free at Silvia.com
We just completed aggressive cost-cutting expected to generate over $10 million in annualized cost savings.
Savings come from a reduction in:
- compute costs
- personnel-related expenses
- renegotiated key vendor contracts
- new highly capable, cost efficient executives
$SVIA
For years there were very loud Tesla critics, but I have not heard of too many SpaceX critics.
If they exist, who are they and what are their best arguments?
Anthony Pompliano 🌪 retweeted
I've been using Silvia and am super impressed.
Imagine a wealth advisor with $60B AUM who knows every single thing about your finances, money, portfolio... everything, who's available 24/7 in an intuitive chat interface. That's Silvia.
10/10 recommend.
cfosilvia.com/moneywise
🤝 Paid partnership
This is one of the most interesting conversations I have had on the podcast in a while.
I spoke with Anson Funds' @MunchingMoez to discuss how he trades hype and momentum, why he converted to bitcoin believer, and the lessons from putting $1 billion into bitcoin treasury companies.
We also discuss the AI trade, Korea’s memory boom, long activism, prediction markets, his $LION position, and SPACs.
YouTube: youtu.be/DqzbgKwuVxg?si=q-_Z…
Spotify: open.spotify.com/episode/42W…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
1:11 - Chasing hype, momentum & dealmaking
6:34 - Bitcoin: from deals to believer
9:02 - Bitcoin treasury companies & Strive’s preferred
15:40 - AI hype & sky-high valuations
17:53 - Private AI deals, tokenized stocks & 24/7 trading
21:23 - Trading against ChatGPT
24:50 - Finding your edge (SpaceX vs small caps)
28:46 - Korea, memory stocks & record put buying
34:27 - Short selling vs long activism
42:35 - Why Moderna could fall
45:16 - Prediction markets & social media sentiment
51:44 - Space & SPACs
54:56 - Canada, trade wars & funding Olympians
SpaceX posting nearly $15 billion in quarterly revenue.
Wow.
It is insane that home values go up over time.
The home should be most expensive when it is initially built. At that point, the structure is new and unused.
As the home experiences wear and tear, the home becomes used and should be worth less money over time.
A used home should cost less than a new home.
But that is not what happens.
Home prices continue to grow to the sky because the debasement of the dollar distorts the market, which enriches the home owners at the expense of the home buyer.
This is a silent wealth transfer that requires the home buyer to pay more for a less valuable product.
Just insane.
Anthony Pompliano 🌪 retweeted
Your business and personal finances are intertwined.
Silvia can now analyze your Quickbooks P&L alongside your personal finances, proactively flag rising costs, and surface tax-loss harvesting opportunities to help you reach your goals.
Try for free
Silvia.com