Business
Mandy the real estate whiz and Andrew the tech product manager on dental dams and the timber business, the investment merits of strip malls in Florida, and interest rates’ effects on real estate. 2:20 When it gets colder, only the savagest of savages self-select into going out to party 3:05 FYI - lot of dudes at the Christopher Street subway stop 4:15 Hot Take: East Village is the hottest area in Manhattan 4:50 Neil went to a park where thousands of dogs were dressed in Halloween costumes 6:00 Multiple cactus are cacti. FACT 6:35 Discourse on the word “moist” and its appropriateness. Guys are OK with it. Women hate it. 8:50 Andrew and I went to high school together where Wild Things was filmed. Ransom Everglades allowed ‘Wild Things” to be filmed on campus, collected lots of $$$, and pissed off all the parents. A+ savage move. Moist movie. 12:40 Sex-ed is horrifying. 13:00 Neil doesn’t understand #abstinence 13:30 If you’ve ever used a dental dam, please reach out to the Sup in Business podcast to discuss 15:30 SUP Mr. Doriol. Hope you’re a coder now 15:50 Bitcoin - has anyone made big money? How do you not sell? Mandy’s mom knows Bitcoin millionaires 18:25 Neil says Bitcoin is not a value investment 18:45 Mandy discusses her family timber business 19:30 Arborists are the dental dam of the timber industry 20:45 Key business lesson from Mandy: “Trees grow” 21:25 Neil thinks value investors have way too much free time and need to learn to code 22:00 Lot of wolves out there. Kill a few and you’ll create a rainforest. https://twitter.com/FMoniteau/status/914527299420262401 22:30 Andrew’s family business is a law firm. But Andrew took a different path working at a gaming startup. Quanty, but not codey. He moved into developing products. 25:00 Neil: coding is a gift from god to humans and this is the perfect time to learn it. 27:10 Hot take: strip malls are in, especially in Miami! Floridians love strip malls. 28:15 Parking at Publix in Miami. You will not walk more than 15 seconds. 31:15 Can Mandy ever go to a strip mall? City people don’t understand what a strip mall is. Or what a Trump voter is. 32:15 How do you define a 7-cap? cap-rate = real-estate term. 33:00 Mandy is gonna move to Brooklyn, the Pacific Northwest of Manhattan 35:00 Mandy makes her interest rate bed and now has to sleep in it 36:20 Real estate is craps. Everyone at the table has been winning forever. Luck may soon turn. 37:45 Mandy on why WeWork actually has value. They have the “it” factor. They’re buying their own properties. WeWork can now add value to their space, own it, and sell it. Mandy thinks that’s better than Regus. Audio credit: bensound.com