

The Reorg Primary View: The Importance of Buying Assets and Cash Flows...
Dec 12, 2022
Joel Holsinger discusses the importance of buying assets and cash flows instead of cryptocurrency in the crypto industry. The impact of interest rates on companies and investors is explored, including labor inflation and flaws in the 60-40 investing model. The podcast also highlights the controversies surrounding ESG and the importance of positive impact. Joel shares personal background, love for investing, and involvement with global health charities.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
The Importance of Buying Assets and Cash Flows in the Crypto Industry
01:37 • 2min
Impact of Interest Rates on Companies and Investors
04:00 • 19min
The Importance of Positive Impact and Social Tie in ESG
23:10 • 2min
Personal Background, Investing, and Global Health Charities
25:27 • 5min