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Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
Capital Allocators – Inside the Institutional Investment Industry
Is There a Great Story Around Cryptocurrencies?
Michael novegratz said, great bubbles happen around great stories. Do you recall what bubble he was actually talking about as part of that episode? The quote, i think, is broadly applicable thinking about that. So the bubble wasn't at the apex that it had hitte to towards the end of last year. Ah, but there is a great story around it,. It's a question of whether that story will get fulfilled ultimately with the technology and the applications that get developed.
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