Episodes

  • July 2022: Twins, Renewables and a Better Berkshire
    Aug 18 2022

    Timestamps:

    0:00 Intro

    0:45 The case for 100% Renewables

    12:50 Nature vs Nurture: An Intro to Twin Adoption Studies

    29:28 Finding something better than Berkshire Hathaway

    Episode/Newsletter Notes:

    The case for 100% Renewables

    * Noah Smith’s piece on solar + wind as the future of energy (Tweet thread, Paywalled article).

    * My piece earlier this year on the challenges of high amounts of renewables.

    Nature vs Nurture: An Intro to Twin Adoption Studies

    * Blueprint by Robert Plomin.

    * Podcast/debate with Robert Plomin interviewed by Seth Barry.

    * Gattaca - movie. (Nothing to do with twin adoption studies. Rather, about a society where people are put into classes by DNA).

    Finding something better than Berkshire Hathaway

    * Berkshire Hathaway’s Website.

    * My article on the (society wide) problems with passive investing.



    This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit ronanmcgovern.substack.com/subscribe
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    44 mins
  • Cosmetic Surgery for Everyone Else
    Jul 5 2022



    This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit ronanmcgovern.substack.com/subscribe
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    9 mins
  • Twitter Trade Episode 4: Game Theory and Fudge
    May 14 2022

    Disclaimer: Investment ideas or actions discussed are not advice or recommendations. Do your own research. Markets are wild right now. Making trades is risky.

    Episode Links:

    * An example of how copy-pasted tweets have come to dominate SEC filings.

    * SEC filing showing a list of investors with allocations in the Twitter deal.



    This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit ronanmcgovern.substack.com/subscribe
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    19 mins
  • Twitter Trade Episode 3: Allocation Secured!
    May 13 2022

    Episode Notes:

    You can also listen on Spotify, Apple Podcasts and other platforms by searching for “The Blip by Ronan McGovern”.

    Disclaimer: Investment ideas or actions discussed are not advice or recommendations. Do your own research. Markets are wild right now. Making trades is risky.

    1. Musk’s infamous “Funding Secured” tweet (not directly relevant to this Twitter trade, but referenced in the episode):

    2. Stonks (the startup allowing investors access to startup deals) reveals an allocation in Twitter [let’s see if that materialises]:



    This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit ronanmcgovern.substack.com/subscribe
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    9 mins
  • Twitter Trade Episode 2: Twitter Board accepts Elon's Offer
    Apr 27 2022

    Sponsored by Trelis.com - simple crypto payment links for merchants.


    Episode Notes:


    Michael Burry on Tesla: https://twitter.com/MichaelJBurry__/status/1460159421666017284?s=20&t=yWomfPW-GGk7BglRKmW-uA


    SEC filing listing X Holdings as the buyer of Twitter: https://www.sec.gov/ix?doc=/Archives/edgar/data/0001418091/000119312522120461/d310843d8k.htm


    Disclaimer: Investment ideas or actions discussed are not recommendations. Do your own research.



    This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit ronanmcgovern.substack.com/subscribe
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    7 mins
  • Twitter Trade Episode 1: Trading Elon's Twitter acquisition offer
    Apr 27 2022

    Sponsored by Trelis Pay - simple payment links for crypto. Learn more at Trelis.com .


    Episode Links:


    Musk's Tweet with SEC link on offer to buy Twitter for $54.20: https://twitter.com/elonmusk/status/1514564966564651008?s=20&t=hkJrepMfgzaJ__43iPTo0g


    Twitter Price on Seeking Alpha: https://seekingalpha.com/symbol/TWTR


    Disclaimer: Investment ideas or actions discussed are not recommendations. Do your own research.



    This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit ronanmcgovern.substack.com/subscribe
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    11 mins
  • My First Crypto Auction: Best of Stargate
    Apr 6 2022

    Show Notes:


    Sponsored by Trelis.com


    Stargate Website: www.Stargate.Finance


    Centralised exchange for Stargate token: FTX.com


    Alameda Research (buyers of all of auction phase 1): Alameda-Research.com


    Decentralised exchange for Stargate token: curve.fi/factory-crypto/37


    Eth gas price: ethgasstation.info


    Corrections and Clarifications:


    * At one point I state that Stargate is on 12 blockchains. I later correct this. Stargate is on 7 blockchains by the end of the auction, and can be traded with 12 tokens across those blockchains.


    * There are 3 days in 72 hours (not 5-6 days as I wrongly stated!).


    * The hack of Ronin did not involve a double-spend. Hackers gained control of four validators and simply move funds that were being controlled by those validators to the hackers' own wallets.





    This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit ronanmcgovern.substack.com/subscribe
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    1 hr and 4 mins
  • Stargate Episode 6 - FINAL EPISODE: Community Round 2
    Apr 1 2022

    sponsored by Trelis.com


    Show Links:


    Community Auction Page: https://stargate.finance/community-auction


    FTX Price for STG: https://ftx.com/eu/trade/STG/USD


    Curve Finance Price for STG: https://curve.fi/factory-crypto/37


    Follow me @RonanKMcGovern and @Pinotio_DeFi



    This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit ronanmcgovern.substack.com/subscribe
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    10 mins