I need a quiet place for interviews, so I'm creating a recording studio inside my bedroom. Here's a preview.

🐦 Dave Lee on Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date.

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Videos:

Tesla ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re

SpaceX Starlink ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI

Square ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7

Lemonade ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ

Company Analysis Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo

Interviews: https://www.youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Music: www.bensound.com

Subscribe to Dave Lee on Investing on Soundwise

Roblox is gaming and experience platform with 31 million daily active users, and they have recently filed to go IPO. So what is Roblox, what’s is it’s key insight, and what does it’s future prospects look like?

Roblox S-1 IPO filing, https://www.sec.gov/Archives/edgar/data/1315098/000119312520298230/d87104ds1.htm

Story of Roblox, https://www.youtube.com/watch?v=VL6rYNmfrjM

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I chat with Emmet Peppers about S&P 500 inclusion update, narrative vs action, green pastures, recommended courses, survivorship bias, the keys to Emmet's success, and the combo of detachment, blended probability perspective, psychology of outcomes, and the power of the big bet.

Emmet on Twitter: emmetpeppers

Emmet's website: https://goodsoilinvestment.com/

LIVE Update on Emmet Peppers' Big TSLA Options Bet (Ep. 197), https://youtu.be/X3WE2XGS_TI

Emmet Peppers: Betting 7 figures on TSLA S&P 500 Inclusion (Ep. 194), https://youtu.be/CJUlkzFfBUU

How I Went From $1M to $30M+ In 2020: Chat With Emmet Peppers (Ep. 176), https://youtu.be/6-Sw6VcNHpQ

2014 interview with Emmet: https://www.youtube.com/watch?v=SfYqwv37bP4

Timestamps

0:00 - Intro

0:55 - Emmet’s trade update

2:28 - Risk of speculators flipping to S&P

4:40 - Tesla doing a stock offering

6:50 - S&P is a share price catalyst

9:07 - S&P’s Monday announcement

10:30 - Crafting research vs verifying what’s true

14:05 - How to discern what’s true

15:45 - Big loss example even with early success

17:15 - Stripe IPO via SPAC theory

21:20 - How did Emmet verify veracity of S&P rise theory?

24:05 - Courses for options trading

32:45 - How to learn about options

34:25 - Survivorship bias

38:15 - Role of ambition in investing

43:05 - Have you followed someone else’s trade?

45:05 - Unsureness in investment moves

50:35 - What’s the key insight that allows your brain to find opportunity?

54:00- Dave’s take on Emmet’s investment insights

1:05:15 - Efficient market hypothesis

1:10:15 - Conclusion

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Perhaps the most profound investing insight was my first major one. The one I relied on the most, and still do to this day. I call it Green Pastures, and in this video I’ll dive into what it means and how it transformed my investing.

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Yassine Elmandjra is an analyst with ARK Invest covering Bitcoin, Crypto and Blockchain technologies. We discuss what is Bitcoin, potential risks, and various future scenarios.

Yassine on Twitter: yassineARK

Bitcoin

As An Investment by Yassine, https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/White_Papers/ARKinvest_091729_Whitepaper_Bitcoin_II_An%20Investment.pdf

Timestamps:

0:00 - Intro

1:00 - Start of interview

4:15 - The fallacy of BTC scarcity

5:30 - Comparing BTC to TSLA

7:50 - BTC as an asset

11:15 - BTC’s main value proposition is eliminating optionality of human decision

13:00 - Scarcity is linked to demand

17:30 - Role of BTC miners

19:44 - Forking BTC

20:45 - Software alone does not determine value of BTC

21:33 - Scarcity is not the lone value proposition of BTC

23:15 - BTC as a currency

26:20 - Pegging a commodity as an asset

27:20 - What’s the main value proposition of BTC?

30:15 - Protection of assets from seizure

32:40 - BTC more a commodity than currency

35:00 - BTC as a digital asset

37:25 - BTC’s original purpose as currency

38:25 - BTC’s weakness as currency

40:00 - Benefits of BTC choosing security over speed

42:50 - Lightning network

44:40 - Government crypto

46:00 - Government crypto as a threat to personal liberties

48:15 - Benefit of a way to transact outside of gov crypto

53:40 - Will governments ban BTC?

58:24 - Banning BTC like banning gold

1:06:20 - Banning BTC different from banning gold

1:07:40 - Institutions holding BTC opportunistic

1:08:20 - FB libra vs BTC

1:09:48 - China, Iran, North Korea on BTC

1:13:00 - On India banning BTC

1:16:45 - When does BTC become existential threat to gov?

1:22:25 - The profound nature of BTC

1:30:15 - Inherent investment risks of BTC vs stocks

1:40:00 - Tracking BTC’s demand

1:49:40 - Value by demand vs value by intrinsic value

1:55:22 - BTC is disinflationary

1:57:50 - How Yassine got hired at Ark

2:06:12 - Conclusion

Yassine Elmandjra is an analyst with ARK Invest covering Bitcoin, Crypto and Blockchain technologies. We discuss what is Bitcoin, potential risks, and various future scenarios.

Yassine on Twitter: yassineARK

Bitcoin

As An Investment by Yassine, https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/White_Papers/ARKinvest_091729_Whitepaper_Bitcoin_II_An%20Investment.pdf

Timestamps:

0:00 - Intro

1:00 - Start of interview

4:15 - The fallacy of BTC scarcity

5:30 - Comparing BTC to TSLA

7:50 - BTC as an asset

11:15 - BTC’s main value proposition is eliminating optionality of human decision

13:00 - Scarcity is linked to demand

17:30 - Role of BTC miners

19:44 - Forking BTC

20:45 - Software alone does not determine value of BTC

21:33 - Scarcity is not the lone value proposition of BTC

23:15 - BTC as a currency

26:20 - Pegging a commodity as an asset

27:20 - What’s the main value proposition of BTC?

30:15 - Protection of assets from seizure

32:40 - BTC more a commodity than currency

35:00 - BTC as a digital asset

37:25 - BTC’s original purpose as currency

38:25 - BTC’s weakness as currency

40:00 - Benefits of BTC choosing security over speed

42:50 - Lightning network

44:40 - Government crypto

46:00 - Government crypto as a threat to personal liberties

48:15 - Benefit of a way to transact outside of gov crypto

53:40 - Will governments ban BTC?

58:24 - Banning BTC like banning gold

1:06:20 - Banning BTC different from banning gold

1:07:40 - Institutions holding BTC opportunistic

1:08:20 - FB libra vs BTC

1:09:48 - China, Iran, North Korea on BTC

1:13:00 - On India banning BTC

1:16:45 - When does BTC become existential threat to gov?

1:22:25 - The profound nature of BTC

1:30:15 - Inherent investment risks of BTC vs stocks

1:40:00 - Tracking BTC’s demand

1:49:40 - Value by demand vs value by intrinsic value

1:55:22 - BTC is disinflationary

1:57:50 - How Yassine got hired at Ark

2:06:12 - Conclusion

Videos:

Tesla ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re

SpaceX Starlink ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI

Square ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7

Lemonade ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ

Company Analysis Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo

Interviews: https://www.youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Yassine Elmandjra is an analyst with ARK Invest covering Bitcoin, Crypto and Blockchain technologies. We discuss what is Bitcoin, potential risks, and various future scenarios.

Yassine on Twitter: yassineARK

Bitcoin As An Investment by Yassine, https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/White_Papers/ARKinvest_091729_Whitepaper_Bitcoin_II_An%20Investment.pdf

Timestamps:

0:00 - Intro

1:00 - Start of interview

4:15 - The fallacy of BTC scarcity

5:30 - Comparing BTC to TSLA

7:50 - BTC as an asset

11:15 - BTC’s main value proposition is eliminating optionality of human decision

13:00 - Scarcity is linked to demand

17:30 - Role of BTC miners

19:44 - Forking BTC

20:45 - Software alone does not determine value of BTC

21:33 - Scarcity is not the lone value proposition of BTC

23:15 - BTC as a currency

26:20 - Pegging a commodity as an asset

27:20 - What’s the main value proposition of BTC?

30:15 - Protection of assets from seizure

32:40 - BTC more a commodity than currency

35:00 - BTC as a digital asset

37:25 - BTC’s original purpose as currency

38:25 - BTC’s weakness as currency

40:00 - Benefits of BTC choosing security over speed

42:50 - Lightning network

44:40 - Government crypto

46:00 - Government crypto as a threat to personal liberties

48:15 - Benefit of a way to transact outside of gov crypto

53:40 - Will governments ban BTC?

58:24 - Banning BTC like banning gold

1:06:20 - Banning BTC different from banning gold

1:07:40 - Institutions holding BTC opportunistic

1:08:20 - FB libra vs BTC

1:09:48 - China, Iran, North Korea on BTC

1:13:00 - On India banning BTC

1:16:45 - When does BTC become existential threat to gov?

1:22:25 - The profound nature of BTC

1:30:15 - Inherent investment risks of BTC vs stocks

1:40:00 - Tracking BTC’s demand

1:49:40 - Value by demand vs value by intrinsic value

1:55:22 - BTC is disinflationary

1:57:50 - How Yassine got hired at Ark

2:06:12 - Conclusion

Tesla stock has skyrocketed over the past year, and in this video I’m going to share I’m processing Tesla’s dramatic rise

Here’s My TSLA Exit Plan (Ep. 16), https://www.youtube.com/watch?v=r9HtG-jJSTY

The coming Tesla cash cow and the short burn of the century (2018),

https://teslamotorsclub.com/tmc/threads/the-coming-tesla-cash-cow-and-the-short-burn-of-the-century.114625/

Social

I chat with @emmetpeppers tonight to get his latest thoughts on his $2.7 million TSLA options bet.

Emmet on Twitter: emmetpeppers

Emmet's website: https://goodsoilinvestment.com/

Emmet Peppers: Betting 7 figures on TSLA S&P 500 Inclusion (Ep. 194), https://youtu.be/CJUlkzFfBUU

How I Went From $1M to $30M+ In 2020: Chat With Emmet Peppers (Ep. 176), https://youtu.be/6-Sw6VcNHpQ

2014 interview with Emmet: https://www.youtube.com/watch?v=SfYqwv37bP4

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor.

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I share my thoughts on a recent interview of Elon Musk for a German conference where he talked about the important of lower battery costs, the challenge of scaling new battery technology, and perhaps most interesting he shared some details on what might be a future Tesla hatchback for Europe.

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