Podcast by Eric Golden on Web3 businesses, Web3 Breakdowns

Web3 Breakdowns

Podcast by Eric Golden on Web3 businesses

Web3 Breakdowns is a series of conversations exploring innovation in the decentralized internet. Each episode will focus on a different topic - we will cover NFT projects, crypto assets, blockchain-based protocols, and businesses being built with Web3 architecture. We will talk to founders, artists, investors and influencers to understand this emerging ecosystem. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.

Commodities

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

<ul><li>Daniel Dicker is a seasoned oil trader and expert on energy markets</li><li>Oil has become less important in the macro landscape, with its influence on stocks decreasing over the years</li><li>Oil's current price fluctuations are driven more by supply and demand factors rather than financial speculation, with no signs of improvement in the near future, despite recent macro developments.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Daniel Dicker is a seasoned oil trader and expert on energy marketsOil has become less important in the macro landscape, with its influence on stocks decreasing over the yearsOil's current price fluctuations are driven more by supply and demand factors rather than financial speculation, with no signs of improvement in the near future, despite recent macro developments.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dan Dicker: The Great Oil Reckoning - [Making Markets, EP.61]

Cross Asset Strategy

<ul><li>2024 was a great year for risk assets, with the S&amp;P up 23% and Bitcoin up 150%</li><li>The year started with concerns about a recession and aggressive Fed rate cuts, but ended with market consensus aligning and a strong performance</li><li>The narrative heading into 2025 includes concerns about Trump's impact on deregulation and tariffs, as well as potential inflation from immigration policies</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

2024 was a great year for risk assets, with the S&amp;P up 23% and Bitcoin up 150%The year started with concerns about a recession and aggressive Fed rate cuts, but ended with market consensus aligning and a strong performanceThe narrative heading into 2025 includes concerns about Trump's impact on deregulation and tariffs, as well as potential inflation from immigration policiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Quarterly Market Recap: Q4 2024 - [Making Markets, EP.53]

Thematic (Sector/Industry)

<ul><li>Eric Johnson, senior technology editor at the Journal of Commerce, brings over 20 years of experience covering logistics and technology</li><li>Journal of Commerce is a nearly 200-year-old publication focused on the maritime containerized supply chain industry</li><li>Freight logistics involve moving large volumes of goods from factories to distribution centers or warehouses, with multiple players involved in the process from point A to point B</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Eric Johnson, senior technology editor at the Journal of Commerce, brings over 20 years of experience covering logistics and technologyJournal of Commerce is a nearly 200-year-old publication focused on the maritime containerized supply chain industryFreight logistics involve moving large volumes of goods from factories to distribution centers or warehouses, with multiple players involved in the process from point A to point BThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Eric Johnson: The Complex World of Global Logistics - [Making Markets, EP.52]

<ul><li>Interview with digital advertising expert Eric Suffert discussing Apple's app tracking transparency and its impact on digital advertising</li><li>Exploring the historical paradigms of data flow in digital advertising before and after the implementation of ATT</li><li>Examining the hub and spoke model and the mutual benefits for advertisers and platforms like Facebook in the previous paradigm</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Interview with digital advertising expert Eric Suffert discussing Apple's app tracking transparency and its impact on digital advertisingExploring the historical paradigms of data flow in digital advertising before and after the implementation of ATTExamining the hub and spoke model and the mutual benefits for advertisers and platforms like Facebook in the previous paradigmThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

A Primer on Digital Advertising - [Making Markets, EP.49]

<ul><li>Jerry Derviani, partner at Bengal Capital, discusses investing in the regulated cannabis industry since 2014</li><li>Focus on unit economics and value creation in cannabis companies like Grown Rogue</li><li>Opportunities for growth and success in expanding cannabis markets, such as New Jersey</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Jerry Derviani, partner at Bengal Capital, discusses investing in the regulated cannabis industry since 2014Focus on unit economics and value creation in cannabis companies like Grown RogueOpportunities for growth and success in expanding cannabis markets, such as New JerseyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Jerry Derevyanny: Frameworks for Cannabis Investing - [Making Markets, EP.44]

Web3 Breakdowns
Podcast by Eric Golden on Web3 businesses
• Web3 Breakdowns

Dan Dicker: The Great Oil Reckoning - [Making Markets, EP.61]

Daniel Dicker explains the current state of the oil market, highlighting how its influence on the economy and stock market has changed over time...

Web3 Breakdowns

Quarterly Market Recap: Q4 2024 - [Making Markets, EP.53]

Overall, the investment market in 2024 saw strong growth, with S&P up 23% and Bitcoin up 150%, leading to a bullish sentiment among investors...

Web3 Breakdowns

Eric Johnson: The Complex World of Global Logistics - [Making Markets, EP.52]

The Journal of Commerce, led by Eric Johnson, delves into the complexities of logistics and technology in the movement of goods internationally,...

Web3 Breakdowns

A Primer on Digital Advertising - [Making Markets, EP.49]

Eric Suffert, a renowned writer and commentator on digital advertising, delves into the impact of Apple's app tracking transparency, Meta's...

Web3 Breakdowns

Jerry Derevyanny: Frameworks for Cannabis Investing - [Making Markets, EP.44]

Jerry Derviani of Bengal Capital discussed investing in the regulated cannabis industry, sharing frameworks, comparing cannabis to alcohol,...

Web3 Breakdowns