Market Meditations

In this episode of Market Meditations, Chris and Neal welcome guest Tahmina Watson onto the show. Join us as we discuss the evolving landscape of immigration policy and how Tahmina is helping others navigate the changes in presidential administrations as well as the impacts of the pandemic. Tahmina is a practicing immigration lawyer, the founder of Watson Immigration Law, author, and host of the podcast Tahmina Talks Immigration. She is deeply committed to serving the community as well as advocating for comprehensive immigration reform and enjoys working with investors, entrepreneurs, and start-up companies. You can find Tahmina's books here: The Startup Visa: Key to Job Growth & Economic Prosperity in America - www.amazon.com/Startup-Visa-Economic-Prosperity-America-ebook/dp/B00ZRBXSVU/ref=sr_1_1?dchild=1&keywords=the+startup+visa&qid=1623710953&s=digital-text&sr=1-1 and Legal Heroes in the Trump Era: Be Inspired. Expand Your Impact. Change the World - https://www.amazon.com/Legal-Heroes-Trump-Era-Inspired-ebook/dp/B08KC7MBFV Her third book: "The Startup Visa: Key to Job Growth and Economic Prosperity in America- SECOND EDITION (2021)" will be released on July 13 LinkedIn - https://www.linkedin.com/in/tahminawatson/

Chris and Neal invite special guest Dr. Marcus Ranney onto the show to discuss his new book, At The Human Edge, as well as his work on the front lines of the COVID-19 pandemic in India. The book is a non-fiction-based piece of popular science which unravels the amazing adaptive physiological responses that our bodies undergo as we push it to the limits in extreme sports and natural environments. Each chapter captures the history, geography, and physical challenges which our bodies face when we as a species have tried to conquer the great outdoors. From Mt Everest to the South Pole, from a journey to Mars to the bottom of the Mariana trench. Chris and Neal further dive into Dr. Ranney's strong understanding of human physiology (particularly at the extreme), how the body first deteriorates, then adapts, and finally excels when faced with running a marathon, summiting Everest, or going to Mars. You can find Dr. Ranney's book here: https://www.amazon.com/At-Human-Edge-Physiology-Performance-ebook/dp/B08MW7D165

Chris and Neal discuss the week in news, covering the valuation of commodities, Vision Fund, crypto, blockchain tech, and more.

Chris and Neal dive into the week's public market news. It appears the IPO and SPAC boom may be peaking, large pensions are looking for non-traditional assets for diversification, and logistics and raw materials are exhibiting pressure with higher commodity prices. Furthermore, Chris points out his attention to natural resources and commodities prices and the bottlenecks that exist. If they don't ease soon current market sentiments could become more permanent.

Chris and Neal discuss Clubhouse, Elon Musk, Roaring Kitty, Chamath Palihapitiya, as well as updates on venture capital and the public finance markets.

On this episode of the Market Meditations Podcast, Chris and Neal chat with Dan Nayot to discuss innovations within the fertility space. Dan Nayot is a reproductive endocrinologist, academic, and entrepreneur, having been actively involved in all aspects of fertility care ranging from patient advocacy to contributing to scientific breakthroughs, to mentoring trainees. His additional expertise in Mathematics (University of Toronto) and Clinical Epidemiology (Harvard University) has allowed him to critically analyze the current methods of health care delivery and help advance the field of reproductive medicine for patients and clinicians. Today, as the Medical Director of The Fertility Partners, Dan continues to learn from patients and clinicians on the pressing issues ranging from access to care to scientific bottlenecks inside and outside the IVF lab. Connect with Dan - https://www.linkedin.com/in/dan-nayot-8b36b425/

Chris and Neal discuss the news of the week in the public markets and venture capital.

Chris and Neal discuss the latest news in the public markets after a wild week of volatile trading. Topics this week include: GameStop, Bed Bath and Beyond, Chamath Palihapitiya's run for CA Governor, Jack Ma, and Andreessen Horowitz becoming a media company.

"The Purpose Mindset" Akhtar Badshah is an expert on social impact, philanthropy, CSR and international development, an author and artist. He is the founder and Chief Catalyst of Catalytic Innovators Group a new consulting practice focused on accelerating social impact through catalytic innovation. He a Distinguished Practitioner and Associate Teaching Faculty at the University of Washington, School of Business (Bothell Campus) and Evans School of Public Policy and Governance. He also is a faculty lead at START Center at the Department of Public Health. Formerly, he was the Senior Director of Microsoft Citizenship and Public Affairs, where he administered the company’s global community investment and employee programs. Through monetary grants, software and curriculum donations, technology solutions, and employee giving, Microsoft supports programs and organizations that address the needs of communities worldwide. Since 1983, Microsoft and its employees have provided around $5 billion in cash, services and software to nonprofits around the world through localized, company-sponsored giving and volunteer campaigns. Among his responsibilities, Badshah managed the philanthropic elements of Microsoft’s YouthSpark, a global initiative that is designed to help youth into opportunities through training, employment and help starting their own ventures. His new book Purpose Mindset: How Microsoft Inspires its Employees and Alumni to Change the World, is available at https://lnkd.in/gJZWb6W. The book is published by #HarperCollinsLeadership and is also a @MicrosoftAlumniNetwork imprint. Linkedin - https://www.linkedin.com/in/akhtar-badshah-6250105/

Chris and Neal discuss the latest topics in the public markets and venture capital such as the bullish market, valuations, commodities, Tesla, Bitcoin and healthcare.

Joining the podcast is Mudit Agrawal, the Principal Scientist Lead at Microsoft Hololens. Working on computer vision, machine learning algorithms for augmented reality (AR) applications with specialties in Document Image Processing, Pattern Recognition, Machine Learning, and Biometrics. Mudit is a transformational leader in tech and a bright star in the future tech landscape and joins a discussion with Chris and Neal about AI, its contributions to solving major human problems. He posits that being human is hard enough and that there is no distinguishing factor between you, the machine, and the animal. Mudit's Linkedin: https://www.linkedin.com/in/agrawalmudit/

Chris and Neal shake things up this episode by giving up hosting duties to guest Sean McCormick from the Optimal Performance Podcast(OPP). In this ode to Tim Ferriss-esque episode, Sean learns more about Chris and Neal, covering: •Performance through the lens of financial mastery •Performance through ease and grace •Performance through intense focus •The concept of widening your aperture in order to analyze situations and make great decisions •How meditation empowers the path of mastery •The power of “let me get back to you on that” •The importance of the teachings of Tich Nat Han and Charlie Munger Sean has been a performance coach his entire life in one way or another, through athletics, school, as an entrepreneur, and a dad - leadership has always come naturally for him. Now, he's getting the most out of people to help them live a more authentic, richer life. Performance coaches are masters at getting the best out of you - but it doesn't stop there. Performance coaches also help you find effective ways to keep you accountable to your highest self. Learn more about Sean: http://seanmccormick.com Check out Sean's podcast, Optimal Performance, every Monday and Thursday where Sean brings listeners actionable information to implement immediately for their personal education and enlightenment. Apple: https://podcasts.apple.com/us/podcast/optimal-performance-podcast/id1004775385 Spotify: https://open.spotify.com/show/3Qw2YZQsZXP2zAWWEDnXGS?si=fQY09rwQSYaNjYFgONe6Dw

Chris and Neal discuss the week in market news, touching on Monday's turnaround rally with many equities ending negatively. Tech stocks continue to zoom ahead in contrast to their little economic value. Chris and Neal discuss the rise of non-productive debt and diminishing economic vitality.

Co-hosts, Chris Haydel and Neal Mody discuss the week in news.

Joining the podcast is Mudit Agrawal, the Principal Scientist Lead at Microsoft Hololens. Working on computer vision, machine learning algorithms for augmented reality (AR) applications with specialties in Document Image Processing, Pattern Recognition, Machine Learning, and Biometrics. A transformational leader in tech and a bright star in the future tech landscape, he joins a discussion about AI, its contributions to solving major human problems, positing that being human is hard enough and that there is no distinguishing factor between you, the machine, and the animal.

Market Meditations is excited to have Lahav Gil as a guest on the show. Lahav was the founder and CEO of Kangaroo Design and Innovation, a Toronto-based innovation firm offering product development services to the medical devices and diagnostics industries, helping take more than 200 med-tech devices to market in addition to four specialized pre-commercial exits, including two to the public market. He now volunteers and provides mentorship at Creative Destruction Labs consulting on evolving projects, translating them from the bench to the product, business, and preparing for exits. Lahav uses a Design Thinking approach that he describes as The Cathedral Framework or Cathedral Model that enables a block building approach to building prosperous ventures. Lahav proposes how well-being at work translates into product innovation and the factors that can interfere with well-being within an organizational culture. These factors include fear, politics, internal competition, as well as ego.

This episode of Market Meditations brings guest Christine Jones to the show to share and discuss her current role as COO at The Prostate Cancer Foundation (PCF), and it's mission to fund the world’s most promising research to improve the prevention, detection, and treatment of prostate cancer and ultimately cure it for good. Together, they cover the precision medicine revolution, PCF's impact across all cancers, and the role of genetics. Christine is an American business executive, civic leader, author, and politician from Phoenix, Arizona, but is best known for her service as General Counsel and Executive Vice President of The Go Daddy Group Inc., until 2012 where she managed all legal affairs, most notably issues relating to intellectual property. Jones frequently represented Go Daddy and its industry as a witness at congressional hearings about various issues related to the Internet. She also helped drive federal Internet-related legislation, including laws to keep the Web safe from child predators and rogue online pharmacies. For example, she helped push through bills such as the Ryan Haight Online Pharmacy Consumer Protection Act, the Protect Our Children Act, and the Keeping the Internet Devoid of Sexual Predators Act. These bills were signed into law by President Bush in 2008 and have been used by law enforcement to shut down illegal online drug sellers and to prosecute online child predators.

In this episode of Market Meditations, the focus is going to be Oncology with guest Abhishek Agarwal. Currently, the head of strategy for oncology at GSK he believes that oncology is where most medical innovation comes from that deals with the prevention, diagnosis, and treatment of cancer, and foresees that we will see many forms of cancer becoming livable within our lifetime. The research on cancer prevention is happening, and the bigger question is how society will pay for it, a more challenging problem, according to Agarwal.

Join Neal Mody and...Christopher Joseph idle, Or is it Christopher Jude? With Chris Haydel, for another episode of Market Meditations. The Market Meditations that keep its content squeaky clean and focuses on becoming better humans, hopefully making us all better investors, where we talk about the market and interview guests about some fun things like psilocybin and data today. Joining Neal and Chris is Ketan Patel. Ketan has initially been an ER doc. Then, he decided to start an integrated wellness practice that included everything from ayurvedic to Chinese medicine to western medicine, seeing just a ton of patients a day. And at some point, Ketan decided to start an AI company. And is now do all of the billing for a top-five insurance company. He's building other interesting like tools for doctors to interact with patients more efficiently in the ER. He is currently building tools around measuring the best uses for marijuana and psilocybin. Join the three of them as they go over Ketan's journey, career, and get a better understanding of what it means to be a psychonaut. Ketan's Bio: https://www.linkedin.com/in/ketanpatelai/

I thought I'd give you guys a little preview on the next bunch of guests we booked for our podcast Market Meditations, where it is the goal and job of Chris Haydel and myself, Neal Mody, to become better human beings and hopefully better investors. We take deep dives into doing our best to learn about how the world really goes together and hopefully being able to synthesize that information into making better decisions, across life. Next week we're going to have Ketan Patel to talk about mushrooms and data. We've got a pretty interesting adviser at my venture fund, Zoic, named Ketan Patel. A big data scientist, he spends a fair amount of time mapping the uses for both psilocybin and marijuana. Bio here: https://www.linkedin.com/in/ketanpatelai/ The next week after that we have Christine Jones, our good friend who was acting CEO of GoDaddy. Actually, she was the general counsel there and she helped the big sale to KKR, a big private equity fund, helped sell I think GoDaddy for a little over a few billion. And now she puts all of her time and effort into the Prostate Cancer Foundation founded by Michael Milken. Bio here: https://www.linkedin.com/in/christine-jones-b932751/ A couple of weeks after that, we're going to have Lahav Gil out of Tel Aviv in Toronto. Lahav is a super peaceful human being who looks at design thinking in a way that I think is particularly uncommon. He's helped design a number of products that are actually in hospitals today. He's exited seven companies in the medical device space. Bio here: https://www.linkedin.com/in/lahav-gil-4a37486/ After that, we're going to have Ramesh Kumar talking about how to optimize your daily life. Ramesh is a radiology oncologist and a Japanese acupuncturist, and he practices both. And he's maybe amongst the most researched person I've ever met in medicine, looking at everything from how to use light therapy to the Vasper bike, which might be worth Googling. Ramesh is going to share a little bit about how to optimize your daily moods and modes and get the most out of your day. Bio here: https://www.linkedin.com/in/rameshkumarmd/ And then lastly, we're going to have a good friend of mine Mudit Agrawal. He is a director at HoloLens at Microsoft here in Seattle. He's got us pitched in computer vision, which is essentially a combination of a neuroscience degree and a software engineering degree and pretty interesting guy. He does a fair amount of talks on artificial intelligence and how most intelligence is actually artificial, as you've heard Chris and I talk about. Bio here: https://www.linkedin.com/in/agrawalmudit/ So we've got a great list of guests coming up for you, and if you have any suggestions for any other guests we should have in the future, please do let us know. We'd love to hear from you. Don't forget to rate us five stars and we look forward to you joining us for these episodes in the coming weeks. Stay safe, everyone.

Chris and Neal discuss the week's news and sentiment around the public markets. Furthermore, they discuss current events involving the public market, civil unrest, and the wildfires. Chris explains how the stock market has become a political utility and Neal asks if the market will continue to rise in price, effectively pricing middle America out.

Chris and Neal dive into conversation about the week's events in the public market and venture capital. The two discuss SPACs- a special purpose acquisition company (SPAC), sometimes called blank-check companies, is a shell company that has no operations but plans to go public with the intention of acquiring or merging with a company utilizing the proceeds of the SPAC's initial public offering (IPO). Furthermore, Chris and Neal talk about private markets, intangible assets, public markets, and how they all go together.

Chris and Neal discuss the week's public stock market news.

Special guests, John Milne and Andrew Haslam join the podcast to discuss healthcare and the future value of real estate and where it's all going during the pandemonium caused by the COVID pandemic. Furthermore, they discuss the cannibalizing of retail by Amazon and Walmart as well as the future outlook for office space. John Milne is an experienced healthcare executive and the first physician certified as a WELL AP by the International Well Building Institute, with a robust history of leading large scale strategic initiatives focused on new market growth, including the design, development, and implementation of new healthcare facilities with cultural integration of advanced technologies. As Senior Vice President for Real Estate Strategy and Operations at Providence, he's accountable for the management of a $16 billion real estate portfolio, including 51 acute-care hospitals, across 8 western states. Andrew Haslam is the Vice President, Real Estate Strategy at Providence. An accomplished healthcare executive with proven success in corporate strategy, real estate, construction, development, design, and planning oversight. Haslam is determined to create innovative care delivery models supported by wellness-focused built environment strategies.

Chris and Neal discuss all things consumer branding and online marketplace branding and sales with direct advertising pioneer, Rick Cesari. Rick has been a pioneer in the direct response advertising industry since the early '90s and has used brand response strategies to help build many iconic brands from scratch such as Juiceman, Sonicare, The George Foreman Grill, OxiClean, Clarisonic, Rug Doctor, Momentus Golf and many others. Rick has helped take companies like GoPro from a start-up to over a billion dollars in sales in just a few short years. The author of “Buy Now, Creative Marketing that gets Customers to Respond to You and Your Marketing“, as well as, "Building Billion Dollar Brands", and the Amazon bestseller, "Video Persuasion". Rick continues to be on the cutting edge of new Brand Response advertising campaigns, creating and implementing innovative cross-platform strategies with digital and mobile ventures for his clients and is currently focusing on video marketing as a leading media direct response platform for increasing product sales. When not working Rick enjoys reading, skiing, fishing, and hiking. For his 50th birthday, he achieved one of his goals and successfully summited Denali (formerly Mt. McKinley) in Alaska. He resides with his wife Martha and three French Bulldogs in Seattle, Wa.

Chris and Neal welcome Space investor and entrepreneur Robert C. Jacobson to the show. Robert provides a comprehensive overview of this spectacular industry, allowing everyone on Earth to understand the integral role space plays in our lives, how it will continue to transform the world, and how eventually we may all participate. It's an industry that is notoriously complex—which means it is misunderstood. It influences and benefits nearly every other industry on the planet and finally how accessing space has never been easier. His experience in private equity and angel investing is as a cofounder investment firm Desert Sky Holdings, and a principal with the Space Angels Network, which targeted early-stage aerospace opportunities. Jacobson is an experienced and successful community builder, and he counts co-founding the Aerospace & Defense Forum – a global aerospace and defense leadership community of over 1500 executives – and co-founding the 62MileClub. Jacobson is a bridge-builder who connects fast-paced transformative efforts to meet goals and objectives, skills facilitated by his unique education. His background includes a degree from the University of Southern California, where he studied business and music, earned an MFA from the California Institute of the Arts, completion of the Space Studies Program at Israel’s Technion Institute, and a certificate of Real Estate Investments from UCLA Extension. Learn more about Robert and his new book, Space is Open for Business, at https://www.robertjacobson.com/book

Ray Muzyka co-founded BioWare in the early 1990s after completing his MD. He practiced full-time rural locum tenens Emergency/Family Med for two years, then medicine transitioned to part-time rural locums for the next decade as his second career for the next two decades focused on his role as BioWare’s CEO. BioWare was the fastest growing company in Alberta in 2002 and has won many industry awards for quality/innovation, and multiple years on Canada’s Top 100 Employers Awards. BioWare received its first external (private equity) funding from Elevation Partners in 2005. After acquisition by Electronic Arts in 2007, in 2009 Muzyka was promoted to SVP/Group GM of EA’s BioWare Label which by 2012 had eight studios, ~$500MM USD annual revenues, and ~2000 FT+PT staff worldwide. Ray retired after 20 years in videogames in late 2012, with his third career chapter at ThresholdImpact (www.thresholdimpact.com) mentoring entrepreneurs in medical innovations and social enterprise technology. He is an active angel impact investor (https://angel.co/ray-muzyka) across North America. Dr. Muzyka obtained his BMedSc from UAlberta in 1990, his MD from the U of A in 1992 and CCFP in 1994, and his MBA from the Ivey School of Business (UWO) in 2001. He is a member of YPO, A100, Founding Chair of UAlberta Venture Mentoring Service, Venture Advisor and Investment Committee Member at iNovia, Advisory Board Member at Voyager Capital, Public Member on the U of A Board of Governors, is a mentor Fellow at CDL West, Rockies and Toronto, is a CDL-Global Founding Partner, and serves on multiple private company boards. He was inducted into the Order of Canada in 2018, AIAS’s Hall of Fame in 2011, Alberta’s Business Hall of Fame in 2018, received GDC’s 2013 Lifetime Achievement Award, Canada’s Top 40 under 40, E&Y’s Entrepreneur of the Year (Prairies), U of A’s 2015 Alumni Innovation Award, MacEwan’s 2017 Allard Chair in Business, among other awards.

Calvin Hamilton has helped companies foster meaningful relationships with their current and future customers through personal branding at the executive level. Prior to co-founding notus, Calvin was hired by Gary Vaynerchuk (GaryVee) to work on his team (Team GaryVee) at VaynerMedia. There, he worked with Fortune 500 companies (Apple, JPMorgan Chase, PepsiCo, and Johnson & Johnson) on their social media strategies while collaboratively managing content distribution and strategy for Gary's personal brand. Calvin also helped create the "GaryVee Content Model," which has garnered well over 500,000 views on LinkedIn alone. Calvin believes in the personal brand as the future of marketing; allowing companies to build meaningful relationships at scale, exponentially growing networks, opportunities, and ability to drive specific outcomes for business'. Stemming from this belief, Calvin co-founded notus, a marketing firm that specializes in starting and growing influential personal brands, positioning clients as thought-leaders in their industries. You can find Calvin Hamilton on Linkedin: https://www.linkedin.com/in/calvinhamilton/

Joining Chris and Neal on the podcast is serial entrepreneur, Barry Allen. During the second half of the episode, Chris and Neal discuss the weekly news in the public stock markets and venture capital. Barry Allen is currently President and CEO of PureWeb Inc. with more than 25 years of executive management and board experience in the MedTech, software, and digital industries in both public and private companies. Active in the startup community, Barry was Founder and CEO of Zolo, Founder, and CEO of VSM MedTech, Chair of the BC Excels Program, Entrepreneur in Residence at Ventures West, and lead mentor with BC Innovation Council. Barry is currently the Chair of Zolo and Orpyx.

Chris and Neal discuss the week's news in the public stock market and venture capital.

Joining Chris and Neal on the podcast is Sean O'Sullivan, Managing General Partner at SOSV Capital. After Sean O’Sullivan’s first startup when public in 1994, he founded SOSV in 1995 as a “super angel”. In 2007, based on the success of two dozen investments that had done remarkably well, Sean began aggressively expanding SOSV, transitioning it from a personal investment vehicle into an organization that today has over 110 staff supporting investments in over 150 new startups every year. In 2020, SOSV has 8 general partners operating globally, with SOSV’s major offices in Shanghai, Shenzhen, Taipei, San Francisco, New York, Cork, and Tokyo. Sean got his entrepreneurial start in 1985 as a founder of MapInfo, bringing street mapping technology to personal computers. MapInfo went on to become a $200 million revenue public company with over 1,000 employees worldwide. In 1996, while at the helm of his second company, NetCentric, he created “software for inside the Internet” and is credited with co-creating the term “cloud computing” alongside George Favaloro from Compaq. Sean continued as an entrepreneur and investor, creating and supporting a range of business, humanitarian, and educational endeavors. A major promoter of economic and social development, he founded JumpStart International in 2003. JumpStart was a leading humanitarian engineering organization based in Baghdad and which operated throughout Iraq during the post-war period of 2003-2006. He spent a few years running JumpStart, which for a time had a staff of over 3000, running up to 80 projects at a time in Baghdad, Fallujah, and Najaf. As the benefactor of the O’Sullivan Foundation, Sean has also been a primary funder of organizations such as the Khan Academy, Mathletes, and CoderDojo. As the founding Chairman of the Irish Entrepreneurship Forum and founder of Open Ireland, he was a leader and influencer of Irish government policy in fueling economic growth and recovery in the technology sector. Sean was a regular investment panelist on the popular RTÉ TV show Dragon’s Den and an occasional columnist for Ireland’s Sunday Business Post. Sean holds a Bachelor of Science in Electrical Engineering from Rensselaer Polytechnic Institute and a Masters of Fine Arts in Film Production from the University of Southern California.

Chris Haydel and Neal Mody discuss the week's events in the public markets and venture capital.

Chris and Neal invite Fred Farina to the podcast to discuss tech innovation and the fostering of new startups jumpstarted by both CalTech and JPL technologies. Fred Farina is Chief Innovation Officer and Executive Director of Caltech - OTT (California Institute of Technology - Office of Technology Transfer). He negotiates licensing deals with industry and fosters the creation of new startup companies based on both Caltech and JPL (NASA's Jet Propulsion Laboratory) technologies. His responsibilities include managing OTT’s staff, evaluating inventions at Caltech and NASA -JPL, supervising patent prosecution and portfolio management. An electronic engineer by training, before joining the office Fred worked for eight years as a Research Engineer in the GPS field. Fred holds a "Diplôme d'Ingénieur" in Electrical Engineering from the Institute National des Sciences Appliquées, Lyon, France, and is a graduate of Caltech where he received his M.S. in Electrical Engineering in 1992. He is a registered U.S. patent agent. Born in Corsica, his father comes from Sardinia and he was a professional football player.

Joining the podcast is Roger Kumar, an institutional client advisor with $1B in assets under management. Together they discuss algorithmic public market trading. They question the role of the traditional investor amongst 80% or higher computer-generated trades. Furthermore, the three discuss new strategies being built around data and crowded trades. Roger further highlights reflex rallies, the concept of having rallies before major declines and speculation into betting directionally again.

Neal and Chris discuss the week's news in VC and the public markets. Neal starts off with recent statistics: 1. 91% of startups felt their business practices impacted by the COVID crisis 2. 18% of startups made a pivot to a new market 3. 13% are considering a pivot in the next three months 4. 34% of series B companies are laying off employees 5. 48% of startups have added new employees and 78% plan on hiring by year-end. Furthermore, the two discuss the return to the workplace and what this might look like. Chris explains the change we might see in the types of jobs people return back to and uses David Graber's book titled, "Bullshit Jobs", to exemplify the American working ethos to create a need for meaningful jobs that do not accrue benefit to civilization. Chris updates viewers on the strange actions taking place in the public markets, most notably that post-bankruptcy companies are seeing stock shares soaring. Chris mentions the tremendous amount of day trading and the gamifying of trading through Robinhood. Chris describes it as a generation taking money from the Boomer generation and transferring it to a younger generation. Chris further exclaims that there has never been such a disconnect between the health of the economy and the high's seen in the stock market. Chris describes the market as starting to roll over with volatility returning. Once stimulus declines the stock market will continue to subside, with current estimates a GDP decline of 48% while the Nasdaq currently sits at a 5% high. Chris and Neal discuss the SaaS model but question it's durability through a recession. How will the SaaS model be promoted in the event that subscriptions and licensing fees decline? Chris points out that this is the time for us to be prepared and in what ways are we insulating ourselves from the truth and the economy with its all-time lows in employment and GDP.

Chris and Neal wrap up the events of the last week involving the public markets, economic outlook, and Black Lives Matter. Chris exclaims that he's never seen a greater divergence between the facts on the ground and the expectations on the economy and public markets. With the markets have risen to an all-time high the retracement of the current market has put all others in the dust. While many areas have recovered there still remains pockets of investable value. Additionally, Neal Inquires about Black Lives Matter and we hear Chris imploring others to take action, to listen, and to be in tune with those that are thought leaders and important in our lives during these stressful times. Chris and Neal explore ways to communicate support with intent and various methods to provide assistance such as contributing to the Minneapolis protestor defense fund. Supporting protestors is a worthy cause! To donate: https://minnesotafreedomfund.org

Neal and Chris wrap up the week by discussing the stock market and the outlook of a coronavirus antibody test. Chris explains the rally in the market is still looking past a valley of weak economic activity, describing it as flying in the fog. Neal inquires about algorithmic trading, and it's volatility, and both discuss the market previously being 40% overvalued, down to 7% overvalued and it's rocket back to roughly 35% overvalue again. Furthermore, in current events, Neal discusses the FDA pulling antibody tests, and the two dive into Moderna's pump and dump scheme and Moderna's reputation moving forward. Neal responds to the lack of defenitive answers about antibody tests in research and exclaims that there is no replacement for trial and error within the studies behind a vaccine.

Chris and Neal invite to the show, Dr. Jeff Spencer, who for the past 40 years has helped athletes win gold medals, business owners make millions and thought leaders move to the next level. Dr. Jeff helps high performers become full potential players and organizations, teams, and businesses win big consistently and predictably. He knows how because he’s been there – Olympian, sports scientist, artist, author, doctor, father, and advisor to many of this era’s most prolific achievers. Using his Goal Achievement Roadmap™ he has helped athletes win 40+ Olympic, World, National, and Tour de France gold medals; entrepreneurs and businesses grow exponentially and thought leaders moved to the next level. His clients include Hitachi, Nike, Bulletproof, and the band U2. Here’s what people say about Jeff: “Enables the impossible”, “My secret weapon”, “Beyond, coach, mentor, or expert…Cornerman”. Dr. Jeff has appeared in Fortune Magazine, GQ, and The Huffington Post. His most important achievement is the adoption of his daughter from rural Colombia at age 10. Dr. Jeff Spencer can be contacted at https://www.drjeffspencer.com

Neal and Chris talk Jazz music with New Orleans jazz legend, James Andrews, who weaves a tale of music and life while growing up in the Treme neighborhood of New Orleans. Chris and Neal further discuss the week's public market news, the expected $3T stimulus and Neal asks about the market trading up due to algorithmic trading resulting in a public market moving in the opposite direction to reality, and Chris explains price-insensitive buying. James Andrews is an American musician from New Orleans. He hails from a musical family; he is the grandson of Jesse Hill, older brother (and mentor) to Troy Andrews (better known by his stage name of "Trombone Shorty"), and cousin to Glen David Andrews and the late Travis "Trumpet Black" Hill. A trumpeter and vocalist, Andrews has the nickname “Satchmo of the Ghetto.” Raised in the Tremé neighborhood, Andrews played in a number of brass bands, including the Treme Brass Band, Junior Olympia Brass Band, and the New Birth Brass Band, before launching his own band, James Andrews and the Crescent City Allstars. He also played with multi-instrumentalist Danny Barker. In 1998, he released the album Satchmo of the Ghetto, which was produced by Allen Toussaint and featured Dr. John on all 11 tracks. In 2005, shortly after Hurricane Katrina, James Andrews was one of the first musicians to return to New Orleans following the flooding. He and his brother, Trombone Shorty, played at Jackson Square a mere 17 days after Katrina hit the area, and, at a later show at the New Orleans Jazz National Historical Park, Andrews was the first to declare "We’re gonna rebuild this city, note by note." Andrews appeared as himself in three episodes of the HBO series Treme, "Do Watcha Wanna," "Smoke My Peace Pipe," and "Yes We Can Can"

Chris and Neal discuss the promise of at-home diagnostic testing with guest Dirk van den Boom, CEO, and Co-Founder of Juno Diagnostics. Dirk furthermore shares the next phase in bringing high-value medical information to patients and consumers, empowering personal health, and improving the patient-physician relationship. Dirk is a healthcare executive with over twenty years in diagnostics and genetic testing. Previously as CEO of Sequenom during the human genome sequencing period, he lead Sequenom’s acquisition by LabCorp for ~$400M.

Chris and Neal discuss COVID-19 with guest Frank Prendergast. Having suffered from COVID-19 himself, Frank shares his recovery experience. Chris and Neal further dig into the importance of leadership during stressful times, oil prices, and market manipulation and the fastest decline in the stock market at 35%. Chris explains the profile of a bear market and describes the bear market bounce. Additionally, Neal discusses algorithms in venture capital while questioning the creation of a lasting assessment advantage for company investments. Dr. Franklyn Prendergast has greatly influenced the direction of healthcare and medical sciences research in the United States and around the globe. In recent years, he turned his attention to healthcare in the GCC, providing strategic guidance to the Saudi Ministry of Health and serving as a keynote speaker for the Ministry’s National Healthcare Strategy and Health System Design conferences held in 2014. Currently, Franklyn is a member of the Board of Directors for Eli Lilly, Cancer Genetics, Inc., and the Infectious Disease Research Institute (IDRI), in addition to other organizations. He has also worked extensively with the National Institutes of Health, Board of Advisors for Division of Research Grants; the Board of Scientific Advisors of National Cancer Institute; and the National Cancer Advisory Board. A former Rhodes scholar, Franklyn earned his BA and his MA from Oxford University. He then went on to receive his MD from the University of the West Indies, and his PhD from the University of Minnesota.

Joining Chris and Neal on the show is a special guest, Gary Tyler, who at one time was the youngest person on death row and spent forty-one years in jail for a crime he did not commit. The case of Gary Tyler is one of the great miscarriages of justice in the modern history of the United States, in a country where the miscarriage of justice is part of the daily routine of government business. To understand the case of Gary Tyler, one must go back to a largely forgotten episode in American politics - the battle over the desegregation of public schools in the 1970s, and the eruption of racist violence that occurred in reaction to it across the country. To learn more about Gary Tyler: https://www.counterpunch.org/2006/08/26/free-gary-tyler/ To donate to the Back to Life Re-Entry Fund: https://www.libertyhill.org/form/back-to-life-re-entry-fund

Special guest and economist, Joshua Gans joins the podcast to discuss his new book, Economics in the Age of COVID-19. In the book, Joshua Gans steps back from the short-term chaos to take a clear and systematic look at how economic choices are being made in response to COVID-19. He shows that containing the virus and pausing the economy—without letting businesses fail and people lose their jobs—are the necessary first steps and furthermore outlines the phases of the pandemic economy, from containment to reset to recovery and enhancement. Gans lays out the economic choices accessibly but with urgency, leaving politics out of it. Economics in the Age of COVID-19 is essential reading for anyone interested in the long-term implications of our current crisis. The book can be found on Amazon at: https://www.amazon.com/Economics-COVID-19-Press-First-Reads-ebook/dp/B087FYT4PR/ref=sr_1_1?dchild=1&keywords=Joshua+gans&qid=1588114187&sr=8-1

Chris Haydel and Neal Mody invite guest Vivienne Ming to the show to discuss AI for better living, the economics and the health side of Covid-19 from a data perspective. Chris dives into an analysis of the public market as the rebound continues before Q1 earnings. Furthermore, Neal presents new predictions on the percentage of business start-up failures, the increase in Americans working from home after the crisis, and a weakened Dollar. Guest Vivienne Ming is frequently featured for her research and inventions in The Financial Times, The Atlantic, The Guardian, Quartz and the New York Times, Dr. Vivienne Ming is a theoretical neuroscientist, entrepreneur, and author. She co-founded Socos Labs, her fifth company, an independent institute exploring the future of human potential. Dr. Ming launched Socos Labs to combine her varied work with that of other creative experts and expand their impact on global policy issues, both inside companies and throughout our communities.

Andrew Klein, Managing Partner of Zccounting.com, talks to us today about the SBA programs available including the PPP and EIDL. He is helping small businesses including VC back startups apply for these programs. Book a free 15-minute call with him at www.calendly.com/klein You can also find him on LinkedIn - https://www.linkedin.com/company/zccounting Instagram - https://www.instagram.com/zccounting/ TikTok - https://vm.tiktok.com/nwKgQm/

Neal and Chris discuss Chris Haydel's investment thesis, filters and process that make up his investment decisions. Together they further discuss the current public market and where they believe it's headed. Neal provides insight into the VC and startup market and continue with another round of predictions to help benefit the Danny Barker Foundation.

Chris and Neal dig deeper into the COVID-19 testing procedures with special guest Eric Tan, Partner at Zoic Capital where he leads company diligence. Together, they walk through the journey of testing for the coronavirus and the bottlenecks at each step. Furthermore, Chris and Neal discuss the public markets and add to their ongoing predictions. Eric Tan has a PhD in Applied Sciences from the Keck Graduate Institute, an MBA from the Drucker School of Management, and a BS in Biology and Mechanical Engineering from Stanford University.

Chris and Neal welcome Param Dedhia onto the show and take an Epworth sleep test to discuss the importance of sleep on the immune system, its effects on performance and making best choices. Dr. Dedhia is the weight loss program leader & director of sleep medicine at Canyon Ranch in Tucson. Furthermore, Neal has Chris bet on a game of predictions on the market, the creation and release of a coronavirus antibody test, company valuations in venture capital funding rounds, and returning back to the workplace. The game will put proceeds towards the Danny Barker Foundation that gives instruments to kids to push forward the music of New Orleans. https://www.dannybarkerfestival.com

Chris Haydel and Neal Mody invite guest John Milne to the show. John is the Chief Medical Officer to Zoic Capital, an ER doctor and manages the largest health real estate portfolio with Providence St. Joseph Health. John provides an update and assessment of COVID-19 on hospital operations as well as discuss the challenge of testing aggressively and his concern to determine carriers from the rest of the population. Chris and Neal further discuss the $2 trillion coronavirus stimulus package.

Chris and Neal discuss the current crazy bear stock market with guest Loren Beck. Chris further examines his process of temporal distancing in the hopes that he can look back on his current market decisions with a sense of accomplishment. Chris and Neal describe the current market environment as an incident much larger than just the stock market while contemplating the importance of mental stability and equanimity.

In Part 2, Chris and Neal further discuss the Coronavirus outbreak with Dr. Steven Reed, PhD. Reed, one of the foremost authorities in developing vaccines in the world, he has had more than $200M grants to his name and has developed/invented countless lifesaving therapeutics for the world. He and his current team at Onc Bio are one of only 4 known organizations in the Western Hemisphere developing a Coronavirus solution, in addition to the interesting therapeutics and technologies in their portfolio. Steve and his team have been working around the clock to develop a vaccine. Tune in to learn more about that process and get an update on the Coronavirus. Note Steve lives within 10 miles of the first reported deaths in the USA (in Kirkland, Wa), and his wife is a nurse at the hospital in Kirkland. Steve is genuinely at ground zero of this new pandemic. We also talk a bit more about the market and how professional investors are handling the free fall and recoveries happening and touch on how this will affect VC valuations in life sciences. Link to ONC Bio: https://www.onc.bio Recent article written by Bill Gates: https://www.nejm.org/doi/full/10.1056/NEJMp2003762