Comments
Transcript
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TJGreat insights!
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DDSo Yusko talks about great managers doubling up on their winners - and then he talks about equal weighting the SPACs every month.
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ARAsh: you know what our secret is? We ask a question and we let the guest answer it Mark: ...answers are less important than good questions... ask good question to good people, that's where the magic happens. AMEN TO THAT! And that why I'm here everyday folks, appreciate every video and piece of content, you're all rockstars.
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MIfor the record, there are a ton of trophy fish in non-medal trout streams in Colorado... In my opinion, the fish in the Gold Medal waters have all been caught multiple times (catch and release) and are typically 'wise' fish, who can spot a hook a mile away.
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JPI have a hard time believing Mark simply bought NKLA based only on loveing the industry and EV sector and then sold it based off a fraud report adhering strictly to technicals. At face that behavior is about the investment depth of analysis of your average internet retail investor. NKLA was an obvious fraud very early into it. Toyota and Honda have been dumping capex into hydrogen for years without remotely coming close to the developmental breakthrough NKLA was claiming. They literally named their company in the same manor that tesla did to piggy back off the same pump game. There is no way a fund as big as Morgan Creek didn't know this going into it. That being said, godspeed Mark. Parts of the spac sector will be a great place to go value hunting if this all blows over. Keep pumping Bitcoin.
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RTThis guy veers off track when he starts fawning over celebrities and rappers, and notably, his ETF product is a "You take the risk, I'll take the guaranteed fee" situation. He comes off as if his wealth has pushed him into la-la land thinking, which is the the same vibe I get from Chamath.
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IMVery entertaining and educational. Thank you!
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GBThis was great. I love how positive Mark is about everything. RALF is next level advice.
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CBGreat discussion gents . Fyi, NKLA has the best gravity powered trucks on the market. Lll
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BJGreat interview. I don't understand all the hate below.
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VWGlad to hear Mark is just as a basketball nerd as I am. :) Great conversation. Love it. Keep it coming.
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DGI'm glad I watched this one.
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MPYusko and Chamath have fallen in love with themselves. Way too much face time in the media for these guys. I guess money will do that.
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NCSPXZ 27.13. Can't wait to see the 3 yr performance.
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RMWatch if you are interested in a one hour infomercial on Mark's SPAC fund. He is an interesting guy, but that is the takeaway today.
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TPMark Yusko gets the convexity of crypto investment. One of the few that I've seen on here that truly do.
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SRMark entertains with wisdom.
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JJalways liked mark, some of his older content on RV is among my favorite, but I can't get w/ chamspac the scam promoter or anything he's involved in.
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PBCan someone please help explain for an absolute amateur -- Let's say I invest $100k in a $500mil SPAC (no warrants attached) If they make an acquisition of $2bil and the extra $1.5bil is financed through PIPE... My overall stake in the IPO would be $100k/$2bil? Any resources on the basics of SPACs would be appreciated Thanks!