Hope you’re all enjoying the weekend! Enjoy the content below and the updated predictions from last month. Be sure to sign up for the new CrowdCent beta products (info below):
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“Never leave till tomorrow that which you can do today.” - Benjamin Franklin
Translation: Don’t procrastinate. Who knows what new challenges and opportunities tomorrow will bring - live today to its fullest.
Recap: Useful update from Lyn that delves into inflation (decelerating, but sticky), household equity allocations (all-time highs), and investment opportunities given this backdrop.
Comment: Lyn's systematic approach to analyzing the market (system) is very useful in contextualizing everything that's going on. We agree with her on the inflation front - it will be sticky (Chipotle isn't going to rollback pricing after recently raising), but it will decelerate in rate-of-change terms (grow, but at a slower rate y/y) over the next 12 months. This will have significant investment implications (check out our thoughts at the bottom of this post). Also worthwhile to listen to renowned investor Lacy Hunt's view on inflation/deflation - here.
Recap: Great conversation between Scott Galloway and Raoul Pal, covering everything from tokenization, to winners and losers in the digital ecosystem boom, to big macro trades that come along in an 'exponential' world.
Comment: We are fans of Raoul's 'exponential' framework (i.e. use things like Metcalfe's Law to evaluate networks/platforms), and think he provides some easy-to-understand examples and analogies around how blockchain and tokenization will change everything. Worth a listen.
Recap: In line with recent announcements from TikTok, Snapchat, and others, Facebook announced it will be actively paying it's creators - effectively making an investment in content for its platform. We think this is another step (along w/ their VR product) toward building out a Metaverse strategy, which plenty of others (Roblox, Netflix, Nvidia, etc.) are all pushing toward as well.
Comment: This foots nicely with our decentralization + creator economy + community themes. The Internet was built without any integrated payment system, so the advertising model blossomed as a monetization mechanism. Fast-forward to today, and people are starting to realize they are the product (their data). We believe over the next decade blockchain technology and embedded payment capabilities (e.g. cryptorails / Metamask) will enable people (and creators in particular) to take control over their own data and monetize it. This is a paradigm shift.. And it all ties nicely into the podcast conversation above with Raoul/Galloway.
CrowdCent is building out several new products, many of which you can test out today (email us: email@example.com):
CrowdCent Analyzer - Want to get feedback on an investment idea? See what a trained machine learning model thinks of your idea (the probability of under/outperformance)?Email us (firstname.lastname@example.org) and/or check out the free private beta here.
You simply submit the idea (no public posting necessary), and receive a full model-generated analysis!
CrowdCent Thoughts & Predictions
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Look forward to more updates soon - the future is here...
Jason & Ryan