Sunday Reads and Listens – The Metaverse, Cannabis, Trading Cards and Gold...Everything Is Inflating.

Happy Sunday everyone.

I have a lot of reading to catch up on during my flight today.

Let’s get started…

Wired’s ‘The 10,000 Faces That Launched an NFT Revolution‘ is excellent.

Ben Thompson’s ‘Microsoft and The Metaverse‘

There is already a popular Metaverse ETF …of course the ticker is $META. You can follow Matthew Ball who lent his reserach/name to the ETF on Twitter. I have linked to him here often.

Next up…Todd Harrison writes about the bottom in Cannabis that he thinks has taken place.

JC says the price action in Gold is making him bullish on the yellow metal and that 15 years of underperformance may be coming to an end.

Airtable is an incredible private company and product that is being called the Roblox of the Enterprise.

Morgan Housel’s ‘Experts From A World That No Longer Exists‘ is on point.

Josh Luber started StockX, now he ois back into trading cards. His whitepaper on trading cards covers everything you need/want to know. 

For our listen this weekend I bring you my partner Gary Benitt the quiet killer at the top of his investing game and in his investing prime at Social Leverage.

Have a great Sunday.