Category Archives: investing

What is a Vibe Capitalist? Bedrock’s Geoff Lewis on investing, crypto, city-states, defense & AI | E1340

Geoff Lewis is a Co-Founder and Managing Director at Bedrock Capital. He joins to discuss lessons from entrepreneurship (1:25), why “vibe” is the critical way he assesses founders (11:44), his investment in Praxis, a city-state building company (23:15), his unique answer to the contrarian question (31:17), defense tech, AI and much more.

Tether: Crypto’s Black Swan? Plus Alternative Asset Roundtable featuring the founders of Masterworks, Fundrise & Rally Rd | E1232

Jason kicks off the episode with research into the claims against Tether Limited, the company behind USDT, the world’s largest “stablecoin” and 3rd largest cryptocurrency (1:30). Then Jason is joined by 3 founders of Alternative Asset investing platforms (25:49), Chris Bruno of Rally, Scott Lynn of Masterworks, and Ben Miller of Fundrise. They discuss inflation, supply & demand, expanding company roadmaps (59:56) and more!

Emergency Pod! Huge Bitcoin correction, Robinhood IPO rumors, Squarespace direct listing | E1219

Emergency pod! Bitcoin sees a major correction due to China’s crack down (1:46). What are the chances it could it go to zero, and could China banning crypto be a blessing in disguise? Robinhood is rumored to be going public next month (14:14), what will their market cap be at IPO? Plus Squarespace goes public via direct listing (26:10)!

How Tiger Global is outpacing VC with better, faster, cheaper, capital ft. Founders Fund’s Everett Randle | E1207

Tiger Global, a crossover hedge fund, is moving at an unprecedented speed and scale in venture capital. Everett Randle of Founder’s Fund joins Jason to break down Tiger Global’s strategy, discuss the implications for the investing ecosystem (13:14​), explain his “Walmart of VC firms” mental model (24:42​), and more! Pod Notes: http://bit.ly/E1207Tnotes

Emergency Pod! SPAC Overload: Understanding 2021’s unprecedented SPAC market | E1193

Check out Jason’s SPAC Deck: https://rb.gy/9txa6c

FOLLOW Jason: https://linktr.ee/calacanis

Show notes:

0:00 Jason intros today’s Epod: SPAC Overload!

1:29 OurCrowd – Sign up for a free account at https://www.ourcrowd.com/twist

2:55 Current state of SPACs – how did we get here & how do SPACs work?

9:12 Comparing SPACs, IPOs & Direct Listings

13:19 SPAC renaissance starting in 2020, comparison vs. S&P 500, understanding the recent pullback

16:59 Top SPACS by market cap, revenue, speculation & top active & upcoming SPACs

26:22 Wrap up!