
Timestamps:0:00 Intro0:45 The case for 100% Renewables12:50 Nature vs Nurture: An Intro to Twin Adoption Studies29:28 Finding something better than Berkshire HathawayEpisode/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 would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
Aug 18, 2022
44 min

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
Jul 5, 2022
8 min

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 would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
May 14, 2022
19 min

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 would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
May 13, 2022
8 min

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-uASEC filing listing X Holdings as the buyer of Twitter: https://www.sec.gov/ix?doc=/Archives/edgar/data/0001418091/000119312522120461/d310843d8k.htmDisclaimer: Investment ideas or actions discussed are not recommendations. Do your own research. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
Apr 27, 2022
6 min

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__43iPTo0gTwitter Price on Seeking Alpha: https://seekingalpha.com/symbol/TWTRDisclaimer: Investment ideas or actions discussed are not recommendations. Do your own research. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
Apr 27, 2022
10 min

Show Notes:Sponsored by Trelis.comStargate Website: www.Stargate.FinanceCentralised exchange for Stargate token: FTX.comAlameda Research (buyers of all of auction phase 1): Alameda-Research.comDecentralised exchange for Stargate token: curve.fi/factory-crypto/37Eth gas price: ethgasstation.infoCorrections 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 would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
Apr 6, 2022
1 hr 4 min

sponsored by Trelis.comShow Links:Community Auction Page: https://stargate.finance/community-auctionFTX Price for STG: https://ftx.com/eu/trade/STG/USDCurve Finance Price for STG: https://curve.fi/factory-crypto/37Follow me @RonanKMcGovern and @Pinotio_DeFi This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
Apr 1, 2022
9 min

sponsored by Trelis.com - simple payment links for cryptoShow Notes:Alameda Research (buyers of all of auction phase 1): Alameda-Research.comStargate Website: www.Stargate.FinanceCentralised exchange for Stargate token: FTX.comDecentralised exchange for Stargate token: curve.fi/factory-crypto/37Eth gas price: ethgasstation.infoAdvantages and Risks of Layer Zero and Stargate works (hope to cover a bit more in the next episode):https://rainandcoffee.substack.com/p/the-omni-layer-underneath?s=r**Disclaimers**Investing in early stage crypto projects is highly risky and I recommend treating all funds as lost.For clarity, this is an independent podcast and is not associated with Stargate the protocol. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
Mar 30, 2022
18 min

A recap of the Stargate March 2022 auction - what went right and wrong.For more:Twitter: @Pinotio_DeFiNewsletter/website: Pinotio.comLinks:Twitter Stargatefinance Retrospective: https://twitter.com/StargateFinance/status/1504568944551673856Stargate bonding: https://stargate.finance/bondingCurve.fi exchange: https://curve.fi/factory-crypto/37 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
Mar 18, 2022
18 min
