

How Many Stocks is Too Many?
Jun 10, 2024
In this episode, they discuss how to reduce stock holdings, the growth of LinkedIn, and the stock-to-flow ratio for commodities and Bitcoin. They also touch on managing a stock portfolio, diversification, and the success of LinkedIn under Microsoft's ownership.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Portfolio Management Strategies and Diversification Considerations
01:45 • 12min
Exploring Diversification of Wealth and Investment Portfolios
13:41 • 2min
Success and Evolution of LinkedIn
15:12 • 19min
Analyzing Stock to Flow Ratio in Commodities and Bitcoin
33:52 • 7min
Exploring Stock to Flow Ratios for Bitcoin and Gold
40:29 • 3min