AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Reorg Radio
The Reorg Primary View: The Importance of Buying Assets and Cash Flows...
Dec 12, 2022
30:08
Snipd AI
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.
Read more
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Investors should prioritize assets with cash flow over cryptocurrencies like crypto.
- Models need to adapt to changing market conditions, including higher rates and credit contractions.
Deep dives
Lesson learned from the collapse of FTX
The collapse of FTX serves as a valuable lesson about investing. Joel Holsinger emphasizes the importance of pattern recognition and advises investors to focus on assets with cash flow rather than investing in cryptocurrencies like crypto. He highlights the lack of institutional due diligence and warns against overhyping valuations without proper investigation.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode