Dry Powder - Hedge, Consolidate, Dominate S03:E16

1

Introduction

00:00 • 4min

2

Is There Any Strategy or Structure in Cryptocurrencies?

03:44 • 5min

3

How Levered ETFs Work

08:50 • 3min

4

How Did You Manage the Mean Reversion?

11:58 • 3min

5

Is There Any Edge in Cryptocurrencies?

15:27 • 2min

6

Is It an Edge or a Form of Edge?

17:17 • 2min

7

Is There Really Positive ERP?

19:23 • 2min

8

Is There a Market Timing Call on VCs?

21:10 • 4min

9

When There's Blood in the Street, You Can Finance the Purchase of Your Competitors

24:41 • 3min

10

Are You Taking on a Lot of Risk as an Entrepreneur?

27:12 • 2min

11

What Is the Bubble Strategy?

28:55 • 3min

12

I Don't Want to Know Where I'm Spending Money Personally.

32:13 • 3min

13

Is It a Fiduciary Responsibility to the VC?

35:08 • 3min

14

Investing in VCs

37:38 • 4min

15

The Third Strategy for Lux Consolidation, Right?

41:17 • 2min

16

Are You Just Figuring Out the Golden Parachutes?

43:35 • 2min

17

Branding and Marketing

45:49 • 2min

18

Is That Lighting Behind You?

48:07 • 2min

19

Zoom Meetings - Why Don't You Have a Really Nice Mic?

49:41 • 2min

20

Is Josh's Set Up Really Worth It?

51:57 • 2min

21

You Just Got to Get a Controller

54:09 • 2min

22

I'd Smoke You in Dancing, but Hot Take

55:54 • 2min

23

What Do You Spike Your Eggnog With?

57:28 • 2min