Episode #55: Inflation strikes Double or Nothing! With Michael Frazis and Misha Saul

1:00 – Thoughts on the recent inflation data from the US
3:06 – The 6% differential between the Fed funds rate and inflation, and its impact on the economy
4:31 – Parallels with inflation spikes in the seventies and nineties
7:36 – The effect of inflation on the Australian dollar
7:46 – The effect of inflation on companies – Cloudflare
9:00 – Comments on Lightspeed
9:43 – Comments on Cettire
10:27 – Comments on Upstart
15:35 – Thoughts on Opendoor’s recent results and Zillow’s exit
17:47 - Roblox’s continued explosive growth and its impact on the Metaverse
19:05 – Thoughts on MercadoLibre’s recent results
19:59 – Our number one pick in the crypto space – Galaxy Digital
21:07 – Two crypto coins that you can stake – Olympus and KlimaDAO
22:39 – Question #1: What is the impact of credit risk on companies like Upstart during economic downturns?
23:41- Question #2: Thoughts on Paypal?
24:28 – Question #3: Thoughts on DermTech’s recent quarterly?
25:37- Question #4 Thoughts on Marqeta?
25:55 – Question #5: Thoughts on Quantum-Si?
26:35 – Question #6: Have you ever owned Trade Desk?
27:22 - Question #7: What do you think of Fulgent Genetics?
28:30 – Question #8: Thoughts on Green Hydrogen?
30:14 – Question #9: Do you still hold and believe in TIGR/FUTU?
32:04 – Question #10: What’s the outlook on India for the next 5-10 years?
32:49 – Question #11: What platform do you use to purchase your crypto?