Doogles pleads for Cathie Wood to calm down as she starts testing "ARK on Steroids". That transitions in a recent Morgan Housel post called "Experts From A World That No Longer Exists" which discusses holding onto past "expertise" can get you into trouble if you don't also adapt. Skippy dives into some recent reading about Solana, and its potential advantages over Bitcoin and Ethereum. In the latest evidence of the markets going buckwild, more money was put into US equities in 2021 than the last 19 years combined (and it's fueled by margin debt). Doogles circles back to a Zillow conversation, highlighting a recent blog post on stevenbuccini.com contrasting Zillow's investment philosophy in data vs. that of Affirm. And the episode wraps with more Doogles' nerdy reads recommendations.
