Podcasts

Episode 3: Self-Driving Cars - October 1, 2017

Episode 3: Self-Driving Cars – October 1, 2017

Episode 3 – Matt and Phil continue their discussion of Tony Seba’s “Clean Disruption” presentation (ref: https://www.dnainvestor.com/video2/), focusing their attention on electric self-driving vehicles and what the death of the combustion engine will do to the automotive industry, and life in general.  They name specific companies they believe are good shorts including various auto parts suppliers.

 

This Episode’s Trade: Matt provides a specific sell level for Oil at the end of the call.

Portfolio Update 10/1/2017

Matt and Phil discuss the Portfolio.  To listen to this subscriber-only portion of the podcast, please log in or, if you are not already a subscriber, join us today!

Episode 2: Solar Energy - September 3, 2017

Episode 2: Solar Energy – September 3, 2017

Episode 2 – Matt and Phil discuss the “Clean Disruption” presentation made by Tony Seba (ref: https://www.dnainvestor.com/video2/) and focus on the investment implications of the exponential progress being made in solar power.  On a macro-level, Matt and Phil discuss the disruptive effects solar will have on the energy exporting nations of Russia and Saudi Arabia.  They then turn their focus toward electric utilities.

 

This Episode’s Trade: Matt provides specific buy and sell levels for Ether at the end of the call.

Portfolio Update 9/3/2017

Matt and Phil discuss the Portfolio.  To listen to this subscriber-only portion of the podcast, please log in or, if you are not already a subscriber, join us today!

Episode 1: The Singularity - August 20, 2017

Episode 1: The Singularity – August 20, 2017

Episode 1 – Matt and Phil discuss the premise of exponential technological progress which is leading to a technological “Singularity” as described by Ray Kurzweil, Peter Diamondis, and others. Once the premise is defined, they discuss accompanying investment themes. On a macro-level, Matt anticipates that the forces of technological unemployment, bloated sovereign debt, and aging demographics will cause a “perfect storm” of deflation. On a micro-level, they discuss individual companies/stocks that are likely to fall in value.

 

This Episode’s Trade: Matt provides a specific buy level for Bitcoin at the end of the call.

Portfolio Update 8/20/2017

Matt and Phil discuss the Portfolio.  To listen to this subscriber-only portion of the podcast, please log in or, if you are not already a subscriber, join us today!