MI144: Investing in the Metaverse and Technol...

In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, e ...  Show more

Daniel Mahncke and Shawn O’Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus’s A350 production line, with customers including the U.S. Army, the NHS, Ferrari, and Airbus. Palantir is growi ...  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