Comparing 2022 To The Dot-com Bubble + Activist Investor Challenges Peloton Leadership : E1368

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00:00 Jason and Molly intro the show
02:11 Breaking down the fundamentals of Block
09:57 Marketerhire - Get $500 off your first hire at MarketerHire.com/twist
11:28 The difference between private and public investors
12:18 Breaking down Zoom & Netflix
20:20 Superside - Go to superside.com/twist to get $3000 or more in credits when you sign up for an annual subscription
21:38 Breaking down Coinbase and AirBnB
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34:24 Breaking down AirBnB
38:12 Is crypto really an uncorrelated asset? Fundamentals vs. speculation
46:46 Comparing this correction with the Dot-com crash
51:43 Are we at peak SPAC?
57:10 Blackwells Capital calling for the Peloton Board to terminate CEO John Foley and consider a sale

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