Domain Experience, Like History...Is Money and Moore's Law Meets The Degenerate Economy

Good afternoon…

This Michael Ovitz riff on history and domain experience building CAA (do click and read/listen) really resonated with me as an investor and CEO…

I believe domain experience around investing, markets, financial media is the reason for my success. Of course, ZIRP, the internet, the cloud, the smartphone and when and where I was born matter most (and have been an insanely good tailwind), but I had no trust fund option. The more domain experience I have, the more confident I get and the clearer I see the future. I preach this to founders with products and vision I get excited about and ones that I pass on quickly.

Yesterday I was sitting with five new member of the Stocktwits content team in Chicago. My goal was to download as much history and domain experience I could from my 40 years of trading, investing, following markets, building and using financial products and of course financial media. They tell me it was very helpful. I will share it in a deck soon because it is not really proprietary and the more people that might benefit from my history and domain experience the better.

It has taken me a year to get my history lesson down to 20 minutes in the form of a story as it relates to Stocktwits past and present and the future as I see it, the degenerate economy, investing as a language, the investing generation ahead etc…

Of course, I can catch everyone up, but this new financial world we live in is spreading, morphing, accelerating in a Moore’s Law kind of way as we enter 2026. Forget direction of the markets for the sake of this post.

What do I mean…?

Here is a chart of Moore’s law that I clipped from Michel Burry’s recent post (I am a paid subscriber)

As he states below the graph…nothing else man has created in the modern era has grown almost 30 million times in 50 years like the number of circuits on a chip.

Investing, trading, speculation, degeneracy is now in a Moore’s law moment.

As I often say…it has never been easier to start investing and it has never been harder to stay invested.

The Moores law of investing, trading, speculation, degeneracy comes in the form of noise, media, spam, bots, trolls, infinite product choices and misinformation all aimed at increasing fear, greed and of course transactions.

The only defenses you have for this Moore’s law of noise and choices as it relates to investing are good filters, constant curation, proper mentorship (do not be afraid to pay for it) and a simple investing strategy. Of course if you do all this well investing does get more complicated but by than it is a good problem to have.

Don’t believe me…

As Moore’s Laws comes to the markets, Apple and Google sit at all time highs…again!

Have a good evening.