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?