Past Broadcasts
Thu, Jan 28, 04:04 PM PST
Gamestop, /r/wallstreetbets, the French Revolution of finance, and what this moment means
Hosted by Alex Sharp & Zachary Kim
We're going deep on the historic runup of Gamestop (GME) driven by redditors from /r/wallstreetbets, squeezing out top hedge funds, and the reaction from retail brokerages to restrict buying of GME…
Fri, Jan 15, 06:32 PM PST
Ep #2 - The enterprise SaaS privacy revolution, on prem resurgence, open source businesses + more
Hosted by Alex Sharp & Zachary Kim
There's a privacy and security revolution happening in enterprise SaaS right now. More and more companies are moving away from clould-only businesses to be on-prem friendly as the market demand for…
Fri, Jan 08, 03:27 PM PST
Super Deep Episode #1 - Bubbles, cults, bitcoin, intrinsic value, belief-based investing, and more
Hosted by Alex Sharp & Zachary Kim
I've been thinking a lot lately about internet era investors and how they think about valuing assets largely based on belief. Nowhere is this more present than Bitcoin and Tesla. I want to dig into…
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