Dave Lee on Investing

By Dave Lee on Investing

Hi, I’m Dave Lee and welcome to my investing channel. I share my journey, lessons and thoughts on investing and personal finance to help people grow their resources and use those resources on what’s ... more

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How many episodes does Dave Lee on Investing have?

The podcast currently has 986 episodes available.

Dave Lee on Investing episodes:

February 25, 2021 TSLA Drops On News of Chip Shortage (Ep. 257)
I discuss the latest Tesla news and its impact on Tesla.
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25min
February 21, 2021 TSLA Market Risks, Small Cap Stocks, NFTs, Texas w/ Emmet Peppers (Ep. 256)
I chat with Emmet Peppers about the latest in TSLA, the market, investing, and current events.
Emmet Peppers on Twitter: https://twitter.com/emmetpeppers
Emmet Peppers Interview playlist: https://www.youtube.com/watch?v=ZxJpjKaB7iU&list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE
Timestamps
00:00 - Introduction
00:30 - Austin Storm
2:29 - TSLA stock in the 780’s
5:20 - Rising interest rates effect on growth stocks
8:40 - Elon’s recent Twitter profile pic change
11:08 - Texas grid and Tesla
15:45 - Will Tesla acquire another EV company?
17:40 - BTC
27:25 - Cyberpunks and collectible NFT
39:35 - Small cap stocks
48:30 - Clubhouse or Youtube?
50:00 - SpaceX valuation
54:15 - Emmet’s foundation
1:00:00 - How to set up a venture capital fund
1:04:55 - How to identify 1000x stocks
1:13:05 - Tesla Hvac and home building
1:18:25 - Startup ideas
1:25:30 - Fear in the markets
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1h 33min
February 18, 2021 Revealed: Inside Tesla's FSD Neural Nets w/ James Douma (Ep. 255)
I talk with James Douma, machine learning expert and Tesla investor, on the latest developments with Tesla FSD neural nets and Tesla's autonomous driving ambitions.
James Douma on Twitter: https://twitter.com/jamesdouma
Previous interview on Tesla Dojo supercomputer: https://youtu.be/Rv8T6t9dsRc
Andrej Karpathy talk at ScaledML 2020: https://www.youtube.com/watch?v=hx7BXih7zx8
Timestamps:
00:00 - Introduction
0:48 - How James got access to Tesla's neural nets
12:05 - Multiple neural nets on each camera
13:26 - Status update on camera fusion
17:19 - How is FSD integrating bird's eye view
24:35 - Is the planning relying more on bird's eye view?
27:23 - How train with bird's eye view?
34:52 - Using 3D constructing to train neural nets
38:45 - Mapping objects where things are going to be
40:36 - Auto video labeling is the holy grail
42:18 - Dojo knows the future
43:48 - How well can neural nets perceive the world?
45:22 - How much is Tesla doing now with 3D environments?
48:32 - Is anyone else doing what Tesla is doing at scale?
49:48 - Where is dojo right now?
53:04 - Tesla AI day
54:30 - Lidar
59:15 - 2021 for FSD
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1h 4min
February 16, 2021 Charles Hoskinson interview: Why Cardano is the Future of Blockchain (Ep. 254)
Charles Hoskinson is the founder of Cardano, a 3rd-generation cryptocurrency. We discuss the limitations of previous blockchains and how Cardano is shaping the future of crypto and decentralization.
Links:
Charles Hoskinson on Twitter: https://twitter.com/IOHK_Charles
Youtube: https://www.youtube.com/c/charleshoskinsoncrypto
https://cardano.org
2014 Ted Talk “Future will be centralized” by Charles Hoskinson, https://www.youtube.com/watch?v=97ufCT6lQcY
2017 Cardano Overview by Charles Hoskinson, https://www.youtube.com/watch?v=Ja9D0kpksxw
Forkast Interview of Charles Hoskinson, https://www.youtube.com/watch?v=Qhx6AlkC-aI
Coursera course: Bitcoin and Cryptocurrency Technologies - Princeton University (https://www.coursera.org/learn/cryptocurrency)
OpenCourseWare YouTube playlist: MIT 15.S12 Blockchain and Money, Fall 2018 - Prof. Gary Gensler (https://www.youtube.com/playlist?list=PLUl4u3cNGP63UUkfL0onkxF6MYgVa04Fn)
Timestamps:
00:00 - Introduction
1:03 - Why crypto and decentralization
5:44 - Brokering trust between 2 people who don't trust each other
8:50 - Is efficiency the right target?
12:15 - How would Airbnb be serviced on a blockchain?
15:30 - How did you get interested in crypto?
19:55 - Impact of crypto in undeveloped countries
22:33 - Secret to BTC's success
26:05 - The cult of Satoshi
29:15 - Future prognosis of BTC
32:33 - Why start Cardano
37:49 - 3rd gen crypto
43:10 - Human psychology and crypto
46:35 - Why prioritize peer reviewed papers
52:47 - How Cardano solves issues in gen 2 crypto
59:50 - Alternative economic universe
1:05:40 - Cardano and African state
1:06:20 - Cardano's developer community
1:14:08 - Regulation and sacrificing anonymity
1:20:30 - Are certain blockchains more vulnerable to regulation?
1:24:24 - Charles' crypto holdings
1:25:30 - Elon Musk, BTC and Dogecoin
1:28:25 - Best way to invest into Defi
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1h 35min
February 16, 2021 Charles Hoskinson interview: Why Cardano is the Future of Blockchain (Ep. 254)
Charles Hoskinson is the founder of Cardano, a 3rd-generation cryptocurrency. We discuss the limitations of previous blockchains and how Cardano is shaping the future of crypto and decentralization.
Links:
Charles Hoskinson on Twitter: https://twitter.com/IOHK_Charles
Youtube: https://www.youtube.com/c/charleshoskinsoncrypto
https://cardano.org
2014 Ted Talk “Future will be centralized” by Charles Hoskinson, https://www.youtube.com/watch?v=97ufCT6lQcY
2017 Cardano Overview by Charles Hoskinson, https://www.youtube.com/watch?v=Ja9D0kpksxw
Forkast Interview of Charles Hoskinson, https://www.youtube.com/watch?v=Qhx6AlkC-aI
Coursera course: Bitcoin and Cryptocurrency Technologies - Princeton University (https://www.coursera.org/learn/cryptocurrency)
OpenCourseWare YouTube playlist: MIT 15.S12 Blockchain and Money, Fall 2018 - Prof. Gary Gensler (https://www.youtube.com/playlist?list=PLUl4u3cNGP63UUkfL0onkxF6MYgVa04Fn)
Timestamps:
00:00 - Introduction
1:03 - Why crypto and decentralization
5:44 - Brokering trust between 2 people who don't trust each other
8:50 - Is efficiency the right target?
12:15 - How would Airbnb be serviced on a blockchain?
15:30 - How did you get interested in crypto?
19:55 - Impact of crypto in undeveloped countries
22:33 - Secret to BTC's success
26:05 - The cult of Satoshi
29:15 - Future prognosis of BTC
32:33 - Why start Cardano
37:49 - 3rd gen crypto
43:10 - Human psychology and crypto
46:35 - Why prioritize peer reviewed papers
52:47 - How Cardano solves issues in gen 2 crypto
59:50 - Alternative economic universe
1:05:40 - Cardano and African state
1:06:20 - Cardano's developer community
1:14:08 - Regulation and sacrificing anonymity
1:20:30 - Are certain blockchains more vulnerable to regulation?
1:24:24 - Charles' crypto holdings
1:25:30 - Elon Musk, BTC and Dogecoin
1:28:25 - Best way to invest into Defi
Social
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1h 35min
February 15, 2021 Understanding the Bitcoin Revolution w/ Robert Breedlove (Ep. 253)
I discuss Bitcoin vs Fiat, Gold 2.0, Elon Musk & Tesla, what is money, and more with Robert Breedlove, freedom maximalist, and founder/CEO of Parallax Digital.
https://www.youtube.com/c/RobertBreedlove22/
Robert Breedlove on Twitter: https://twitter.com/breedlove22/
Other links: https://linktr.ee/breedlove22
Timestamps:
0:00 Intro
00:54 - Parallax Digital
2:05 - Tesla Investing Into BTC
5:44 - How Elon went from skeptical to purchasing BTC
10:45 - How Robert got into BTC
19:46 - Why compare BTC to gold?
28:40 - Is Gold still relevant?
29:40 - Money as the most tradeable asset
43:30 - If fiat persists, is gold still valuable?
51:55 - Collapse of fiat system?
1:03:25 - How does BTC bankrupting fiat work?
1:08:50 - Do nation states fight back against BTC?
1:12:37 - Dystopia possibility
1:17:48 - Is BTC an asset or money?
1:21:21 - BTC's lack of liquidity
1:26:18 - Lightning network vs defi
1:28:45 - Can another blockchain provide store of value?
1:32:25 - Can BTC be stopped?
1:34:40 - Risk of other crypto developing proof of work
1:37:50 - Is BTC a risky asset?
1:40:00 - Tracking BTC demand
1:46:00 - What is money?
1:51:58 - Conclusion
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1h 53min
February 14, 2021 Tom Gardner: How to Beat the Market In the Next 10 Years (Ep. 252)
Tom Gardner is CEO and co-founder of the Motley Fool. I discuss his investing philosophy, how the Motley Fool has been able to beat the market, and what strategies will work over the next decade.
Tom Gardner on Twitter: https://twitter.com/TomGardnerFool
Web: https://www.fool.com
Timestamps
00:00 - Introduction
1:30 - Where did the name "Motley Fool" came from?
3:05 - Diversification and long term investing
6:50 - Why is long term investing effective?
10:06 - Advise to a fearful beginner investor
12:12 - Impact of recent fed spending
15:10 - Bullish in 10 year horizon on entire market or certain companies?
18:28 - AI revolution impact on market
24:32 - Value investing in the next 10 years
28:45 - How to pick long term winners
32:25 - Importance of CEO ambition
33:05 - Red flag when founder CEO steps down?
37:20 - Importance of product
40:35 - Other companies with Apple like fanbase
46:00 - Indicators of growth companied keeping competitive advantage
50:09 - Keeping up with news cycles
54:47 - What makes a great analyst
58:38 - Minimum commitment to be an active investor
1:02:15 - Personal story of Tom's dad and investing
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1h 6min
February 12, 2021 Reaction: Joe Rogan Interviews Elon Musk (Ep. 251)
I discuss 10 highlights from Joe Rogan's recent interview of Elon Musk.
Joe Rogan Interview of Elon Musk on Spotify: https://open.spotify.com/episode/2aB2swgyXqbFA06AxPlFmr
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50min
February 11, 2021 Is Bitcoin a Good Investment? Ethereum, Coinbase, Kraken w/ Dan Held interview (Ep. 250)
I discuss what is Bitcoin, its strengths, possible risks, potential other blockchains, and its path ahead with Dan Held, growth lead at Kraken.
Dan Held on Twitter: https://twitter.com/danheld
Dan Held Substack: https://danheld.substack.com
https://www.youtube.com/channel/UCsXmJLugF3fwjzc-Qnoi5lQ
Timestamps:
00:00 - Intro
00:40 - Tesla buying BTC
4:55 - BTC as gold 2.0
6:45 - Satoshi's white paper
9:30 - Why BTC has not evolved to a payment system
11:50 - Metaverse currencies
15:07 - BTC's proof of work
20:55 - BTC vs other cryptocurrencies
24:13 - BTC vs centralized crypto
31:48 - What's the point of BTC?
37:40 - Is BTC too deflationary?
43:33 - BTC dumping risk
48:54 - Existential risk for BTC
57:25 - Corporations more powerful than nations?
1:04:00 - Can BTC encryption be cracked?
1:16:45 - Explanation of BTC as a "risk-free" asset
1:24:25 - Demand for BTC's effect on price
1:30:00 - BTC risk from other cryptos
1:50:50 - Kraken growth
1:54:50 - Conclusion
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1h 58min
February 09, 2021 Does Bitcoin Help or Hurt TSLA? w/ Emmet Peppers (Ep. 249)
Tesla bought $1.5B of Bitcoin, is this good or bad for Tesla Stock? Elon Musk, risk, and future goals.
Emmet Peppers on Twitter: https://twitter.com/emmetpeppers
Emmet Peppers Interview playlist: https://www.youtube.com/watch?v=ZxJpjKaB7iU&list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE
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...more
54min

FAQs about Dave Lee on Investing:

How many episodes does Dave Lee on Investing have?

The podcast currently has 986 episodes available.

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Dave Lee on Investing

FAQs about Dave Lee on Investing:

How many episodes does Dave Lee on Investing have?

Dave Lee on Investing episodes:

FAQs about Dave Lee on Investing:

How many episodes does Dave Lee on Investing have?

More shows like Dave Lee on Investing

Ride the Lightning: Tesla and EV Podcast

The Daily

FYI - For Your Innovation

All-In with Chamath, Jason, Sacks & Friedberg