Strategy, Capital, and Bitcoin with Mike Alfred (WiM113)

1

Introduction

00:00 • 1min

2

Bitcoin Twitter - It's Just a Fun Place to Sharpen Yourself

01:29 • 2min

3

Y, Is This a Book by Spitznagel?

03:16 • 5min

4

The Division of Labor - A Great Introduction to the Book

08:31 • 3min

5

The Most Effective Investment Strategy - Action Through Inaction

11:23 • 5min

6

Buffets Quotes - Are You Taking on Excessive Leverage?

16:06 • 5min

7

The Immediacy of Trading and Investing

20:56 • 3min

8

Investing in the Real Economy

24:15 • 4min

9

I Love the Cross Over

27:46 • 2min

10

The Importance of Monetary Policy

30:01 • 3min

11

Investing in the Here and Now

33:26 • 2min

12

The Art of Seeing the Unseen

35:54 • 3min

13

The Importance of Time in the World of Warcraft

39:01 • 5min

14

Zwek, Swek's the Ultimate Victory, Right?

44:08 • 2min

15

What Language Are These Terms Fromy?

45:49 • 2min

16

The Military Strategy of Klauswich and the Austrian Tradition

47:33 • 2min

17

Austrian Economics - The Importance of Waiting

49:39 • 6min

18

What Is the Cost of Capital?

55:40 • 5min

19

Bitcoin and Monitary Neutrality

01:00:27 • 3min

20

Inter-Temporal

01:03:35 • 2min

21

Investing in Bit Coin

01:05:09 • 2min

22

How to Invest Like an Austrian

01:07:07 • 2min

23

How to Buy Puts When the Market's Overvalued

01:09:31 • 4min

24

Is This a Barbal Strategy?

01:13:30 • 2min

25

Is the Economy Running Hotter?

01:15:22 • 2min

26

Equity Tail Hedging

01:17:35 • 5min

27

Using Bit Coin Puts to Buy Bitcoin Puts?

01:22:21 • 2min

28

Is Bitcoin Really a Risk on Asset?

01:24:48 • 3min

29

Is It a Liquid Alternative Strategy?

01:27:40 • 2min

30

Then, You're Not a Humanitarian, Right?

01:29:16 • 2min

31

Bitcoin Is the Most Important Austrian Investment

01:31:14 • 3min

32

I'm Not Going to Go Out N Like, Five Dollar Wrench Attack People to Try to Get Some Bit Coin

01:33:49 • 3min

33

The Emotional Benefits of Owning Puts on Bit Coin

01:36:59 • 2min

34

Bitcoin

01:39:13 • 2min

35

Bitcoin

01:41:29 • 2min

36

I'm Thinking in Dollars, but When I'm Day to Day Lunch or Buying Whatever, I Don't Like, I Denominate My Capital Position in Bit Coin?

01:43:09 • 3min

37

The Dow of Capital by Bit Coin

01:45:59 • 3min