Deepwater TV

Gene and Andrew discuss why the term “ecommerce” fails to capture the paradigm shift occurring in commerce, along with the opportunity for experiential commerce at home.

Gene predicts Tesla will miss March quarter delivery estimates and concludes don’t read too much into it. That’s because the near-term headwinds will eventually turn into long-term tailwinds.

Gene and Doug set aside NTF insanity and talk about valuing this emerging asset class. For more check out Doug’s blog, the Contrarian Mindset.

Gene and Doug frame in the basics of the contrarian mindset and why it’s critical for better than market returns. For more check out Doug’s blog, the Contrarian Mindset. Disclaimer

Gene is joined by LineLeap founder, Patrick Skelly, to talk how online convenience is becoming part of the local bar or club experience. And there’s good news for venue owners: they get a new revenue stream.

Gene and Andrew detail why the Mac’s two tailwinds should sustain 5% revenue growth, up from flatfish growth over the past decade.  

Gene and Andrew discuss the new entrants in the US EV market, along with Tesla’s hidden charging advantage.

Gene and Doug discuss the direct listing of Roblox, its goal of building out the metaverse, and what it means for today’s youth that spend 2.5 hours a day playing it.

Gene and Andrew outline Apple retail changes over the past year and how it will evolve in the years to come.

Gene and Doug conclude the recent significant Zillow & Opendoor sell-off was in part triggered by margin concerns, and why Loup continues to be a long-term believer in iBuying, and remains invested in the companies.

Gene is joined by Saint John’s University professor, Louis Johnston, to assess the current market situation and give a sense of Fed Chairman Powell’s approach to regain the bond market’s confidence. Spoiler alert: he has a prediction, rates are likely…

Gene is joined by Minneapolis realtor, Michael Stotesbery, to hear why realtors believe the Zestimate “doesn’t have a backbone.” Loup is an investor in Zillow.