Valuations….Are you F*&^ing Insane, with Howard Lindzon

Our guest this episode is surely not a stranger to our listeners, with his voice reaching far and wide via StockTwits, the Panic with Friends podcast, his ever-changing Twitter handle (currently Metaverse Lindzon) and his eponymous blog where he dishes on everything from stock picks to software to NFTs.  Oh, and in his spare time, he’s invested in some big names like Robinhood, eToro, Koyfin, and Rally Road.

We sit down with Howard for a quick chat on exactly what he means by ‘trend following’, why that’s not the same thing the managed futures industry sees it, why sometimes it really is that easy, golfing with your son, whether it’s early or late in crypto, carb-loading your legs, ‘drafting’ behind pros for big trends, living in a rare asset world, investing in a bubble, how not to get scared off putting money to work amidst the Fed/inflation/etc, finding a career that suits your lifestyle, NFTs, Tesla, HOOD, whether RIAs are the next travel agents, or if they’re the travel agents that survived, and whether it’s a good idea to have 50%+ of your liquid net worth in crypto. Take a listen:


Find the full episode links for The Derivative below:


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