The Pomp Podcast Why Bitcoin Is The Ultimate Value Investment | Jeff Park
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Sep 4, 2025 Jeff Park, Partner and Chief Investing Officer of ProCap BTC, shares insights on the evolution of investment intelligence amid the rise of retail investors. He discusses why Bitcoin is considered a unique asset and its ideological significance in today's financial landscape. The conversation touches on innovative corporate strategies like Bitcoin treasuries, the social risks in investment choices, and how consumer ownership is reshaping purchasing behaviors. Park encourages a mindset shift for investors to better navigate the volatile market.
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When The Macro Foundation Shifts
- Traditional value investing assumes a stable, dollar-hegemonic world with a reliable risk-free rate.
- If that macro foundation shifts, you must rewire investing frameworks beyond discount cash flows.
Events Fatten Market Tails
- Event-driven, geopolitical shocks now move valuations independently of firm fundamentals.
- These jump risks fatten tails and empower retail investors lacking algorithmic edges.
Conviction Beats Blank-Face Leadership
- Search and social platforms optimized for eyeballs created a generation of leaders who avoid strong public views.
- Retail pushback now rewards CEOs with clear convictions and narrative coherence.
