Episode Details

Gabe Whaley - Building MSCHF - [Invest Like the Best, EP.397]
11/26/2024
Invest Like the Best with Patrick O'Shaughnessy

Key Insights

Bullish:

  • 🟢 $CREATIVE - The creative industry is seen as a growing sector with potential for long-term value creation through the manufacturing of cultural output. There's a belief in the importance of sustained, niche creative endeavors over extended periods, potentially up to 20 years, to create significant historical and cultural impact.
    • We're manufacturing cultural output.” - Gabe (6:41)
    • We're at a point where this can be important from a historical point of view, but to do that, we need to last a bit longer. 5 years is not enough. 10 years is not enough. It probably needs to be closer to 20 years.” - Gabe (1:13:07)

Bearish:

  • 🔻 $SOCIALMEDIA - 🔒
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