#053 Rolling Fun #4: Q4 Portfolio Recap, Crypto Long-view, Uncapped Notes, and Fund Growth

Links:

Rolling Fun #1 (ejorgenson.com/podcast/al-doan-bo-fishback-rol…)
Rolling Fun #2 (ejorgenson.com/podcast/rolling-fun-2)
Rolling Fun #3 (ejorgenson.com/podcast/rolling-fun-3)
Portfolio (rolling.fun/rollingfun/c97125ab160f46889e3d6b2…)
Al on Twitter (twitter.com/drbillnye)
Bo on Twitter (twitter.com/bowman)
Positive Food Co. (positive.co)
Omella (omella.com)
Tonic Audio (linktr.ee/tonicaudio)

Stell Engineering (stell.com/products/plant-labelling/plans-for-p…)

NSION (nsiontec.com)

Gently.com (gently.com)

Glyph (atlasinnovations.io)

Terran Robotics (terranrobotics.ai)

Topics:

(5:34) - Crypto has imploded, thanks FTX! What’s the long-term play?
(21:00) - Life and news updates
(23:20) - Q4 Investment updates
(1:01:00) - Elon and Twitter
(1:06:22) - Discussing the pros and cons of an uncapped Convertible Note and investment philosophies
(1:31:27) - Fund Growth Updates

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