Don't Hate the Player, Hate the Game.
It’s been a crazy year in markets so far and the environment is feeling a bit like 2021 again. Stocks are extremely volatile and rallying, Bitcoin is at all-time highs, SPACs are back and the President is pumping his memecoin. In the last few days I’ve entered into a new equity position that I think has asymmetric risk-reward and wanted to share it with the great readers of Geiger Capital. Let’s dive in…