Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
The Dean of Valuation for Nvidia
02:28 • 3min
The Importance of Choosing Between Experts and the Market
05:26 • 4min
Nvidia's Valuation Is Pushing the Limits of Sustainable Value
09:09 • 4min
The Evolution of Valuation
13:35 • 2min
The Difference Between Value and Pricing
15:48 • 3min
The Evolution of Cryptocurrency
18:26 • 3min
The Price of Sports Franchises
21:37 • 3min
How to Beat the Stock Market
24:24 • 2min
How to Invest in a Business Development Company
26:41 • 2min
How to Write Options Contracts That Are Risky
28:49 • 3min
How to Solve a Need for Liquidity
31:28 • 4min
The Importance of Efficient Investment Strategies
35:05 • 4min