RedCircle VERIFY_TOKEN_0eb6b78a-8abd-4d54-adc7-59a981d0fd47 -- Rendered At Fri, 30 Oct 2026 12:59:56 +0000 Curious Mind Investing https://redcircle.com/shows/curious-mind-investing en-US All rights reserved. Michal Hlavačka Explore investing for the long term, leveraging your curiosity. Deconstruct investing frameworks, mental models, technological trends, and current developments via interviews and discussions with successful investors and business people. 0eb6b78a-8abd-4d54-adc7-59a981d0fd47 Explore investing for the long term, leveraging your curiosity. Deconstruct investing frameworks, mental models, technological trends, and current developments via interviews and discussions with successful investors and business people.

]]> episodic no Michal Hlavačka hlavacka.michal@gmail.com false full October portfolio update and market overview with Dan Hamerník October portfolio update and market overview with Dan Hamerník Michal Hlavačka Like me, Dan Hamerník runs a public portfolio on eToro, which is copied by 15.000 users. We regularly discuss investment ideas and share feedback. Based on popular demand, we are sharing one of those discussions quarterly (roughly).

What do we expect the macroeconomic situation to be in the following months? How did we adjust our portfolios over the past months? Why did we both reallocate some capital to Chinese companies?

Have a look at my portfolio here: https://shorturl.at/o0EsM

Follow me on X: https://x.com/HlavackaMichal

Have a look at Dan's portfolio here: https://shorturl.at/rFol6

Follow Dan on X: https://x.com/Smudliczek


I may receive a commission if you register through my link. Sponsored by eToro. Investing involves risk, and you may lose your invested capital.

]]> <p><span>Like me, Dan Hamerník runs a public portfolio on eToro, which is copied by 15.000 users. We regularly discuss investment ideas and share feedback. Based on popular demand, we are sharing one of those discussions quarterly (roughly).</span></p><p><span>What do we expect the macroeconomic situation to be in the following months? How did we adjust our portfolios over the past months? Why did we both reallocate some capital to Chinese companies?</span></p><p><span>Have a look at my portfolio here: https://shorturl.at/o0EsM</span></p><p><span>Follow me on X: https://x.com/HlavackaMichal</span></p><p><span>Have a look at Dan&#39;s portfolio here: https://shorturl.at/rFol6</span></p><p><span>Follow Dan on X: https://x.com/Smudliczek</span></p><p><br></p><p><span>I may receive a commission if you register through my link. Sponsored by eToro. Investing involves risk, and you may lose your invested capital.</span></p> 7866d0d0-126a-4e12-bc3e-a98517a8643c https://redcircle.com/shows/0eb6b78a-8abd-4d54-adc7-59a981d0fd47/episodes/7cbe5865-f2e5-4e3d-b560-9aa9890a24eb Tue, 20 Oct 2026 07:47:49 +0000 4755 false full Discussing investing in space with Jason Horton - The Space Investor Discussing investing in space with Jason Horton - The Space Investor Michal Hlavačka Jason Horton — eToro Popular Investor “Space Investor” — joins Michal Hlavačka to talk about how he got from founding and buying businesses into public markets, why space is his core theme in an AI / post-singularity world, and what the Falcon 9 → Starship shift means for launch demand, Rocket Lab, AST SpaceMobile, and the broader sector.


We also cover national security vs budget cuts, the US–China race for scarce orbital and lunar real estate, how he handles emotions when copiers are watching, using AI to stay on strategy, and a few resources for thinking about the future (including Charles Stross’s Accelerando).


Check out Jason's portfolio on eToro.https://www.etoro.com/people/space-investor

Follow Jason on X: https://x.com/Space_Horton

Have a look at my portfolio here: https://shorturl.at/o0EsM

Follow me on X: https://x.com/HlavackaMichal


I may receive a commission if you register through my link. Sponsored by eToro. Investing involves risk, and you may lose your invested capital.

This is a conversation, not investment advice. Do your own research.

]]> <p><span>Jason Horton — eToro Popular Investor “Space Investor” — joins Michal Hlavačka to talk about how he got from founding and buying businesses into public markets, why space is his core theme in an AI / post-singularity world, and what the Falcon 9 → Starship shift means for launch demand, Rocket Lab, AST SpaceMobile, and the broader sector.</span></p><p><br></p><p><span>We also cover national security vs budget cuts, the US–China race for scarce orbital and lunar real estate, how he handles emotions when copiers are watching, using AI to stay on strategy, and a few resources for thinking about the future (including Charles Stross’s Accelerando).</span></p><p><br></p><p><span>Check out Jason&#39;s portfolio on eToro.https://www.etoro.com/people/space-investor</span></p><p><span>Follow Jason on X: https://x.com/Space_Horton</span></p><p><span>Have a look at my portfolio here: https://shorturl.at/o0EsM</span></p><p><span>Follow me on X: https://x.com/HlavackaMichal</span></p><p><br></p><p><span>I may receive a commission if you register through my link. Sponsored by eToro. Investing involves risk, and you may lose your invested capital.</span></p><p><span>This is a conversation, not investment advice. Do your own research.</span></p> b4cd8244-3992-42b2-9ec7-8ffcb0c8b604 https://redcircle.com/shows/0eb6b78a-8abd-4d54-adc7-59a981d0fd47/episodes/37001b1f-aa81-45f1-bc68-9cfc5ac2af76 Thu, 10 Sep 2026 13:29:12 +0000 2965 false full Regular market update with Dan Hamerník (aka Smudliczek) Regular market update with Dan Hamerník (aka Smudliczek) Michal Hlavačka Like me, Dan Hamerník runs a public portfolio on eToro, which is copied by 15.000 users. We regularly discuss investment ideas and share feedback. Based on popular demand, we are sharing one of those discussions quarterly (roughly).

Which layer of the AI industry do we like the most? How did we adjust our portfolios over the past three months? What happened to Leopold Aschenbrenner and his fund called Situational Awareness?

Have a look at my portfolio here: https://shorturl.at/o0EsM

Follow me on X: https://x.com/HlavackaMichal

Have a look at Dan's portfolio here: https://shorturl.at/rFol6

Follow Dan on X: https://x.com/Smudliczek


I may receive a commission if you register through my link. Sponsored by eToro. Investing involves risk, and you may lose your invested capital.

]]> <p>Like me, Dan Hamerník runs a public portfolio on eToro, which is copied by 15.000 users. We regularly discuss investment ideas and share feedback. Based on popular demand, we are sharing one of those discussions quarterly (roughly).</p><p>Which layer of the AI industry do we like the most? How did we adjust our portfolios over the past three months? What happened to Leopold Aschenbrenner and his fund called Situational Awareness?</p><p>Have a look at my portfolio here: https://shorturl.at/o0EsM</p><p>Follow me on X: https://x.com/HlavackaMichal</p><p>Have a look at Dan&#39;s portfolio here: https://shorturl.at/rFol6</p><p>Follow Dan on X: https://x.com/Smudliczek</p><p><br></p><p>I may receive a commission if you register through my link. Sponsored by eToro. Investing involves risk, and you may lose your invested capital.</p> 0f8186f7-ec10-4055-add0-45d101416627 https://redcircle.com/shows/0eb6b78a-8abd-4d54-adc7-59a981d0fd47/episodes/26d85386-8035-49ea-9a0d-43e95378e3f6 Wed, 19 Aug 2026 13:52:06 +0000 4097 false