MI144: Investing in the Metaverse and Technol...

In today's episode, Kyle Grieve and Shawn O’Malley discuss Aritzia, the everyday luxury fashion brand that has become one of retail's most impressive compounders. They explore how a small boutique in the corner of a department store grew into a brand with exceptional store-based ...  Show more

Daniel Mahncke and Shawn O'Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-brand conglomerate behind Louis Vuitton, Dior, Tiffany, and Hennessy. Both stocks now sit near their ...  Show more

IN THIS EPISODE, YOU’LL LEARN: What Elon Musk's impact will be w/ Bitcoin Bitcoin energy concerns Bitcoin centralization concerns Bitcoin Payment times Stanley Druckenmiller's comments on the dollar losing global reserve status How are corporate boards viewing the Bitcoin volatil ...  Show more

IN THIS EPISODE, YOU’LL LEARN: Why Central Banks are manipulating markets and why Bitcoin is important. What is Segwit 2X. What is the lightning network. What is an atomic swap. What capabilities will be important for bitcoin in the future. What the future price of bitcoin might ...  Show more

IN THIS EPISODE, YOU'LL LEARN: About the current state of commercial Real Estate The impact mid and small cap businesses are having on the real economy Thoughts on UBi in 2021 versus more QE Stable coins and using blockchains for bank clearing Tether concerns Lyn's thoughts on Et ...  Show more

IN THIS EPISODE, YOU'LL LEARN: The early days of Blockstream The fork wars and why they were important to future growth What is transaction value per second and why's it important Where he sees Bitcoin in the next five years The Lightning Network Liquid Green and Aqua Security & ...  Show more