The Café Bitcoin Podcast

Price-Models Revisited, Price vs Relative Value with Steven Lubka, John Haar and Greg Foss - July 21st, 2023

Jul 21, 2023
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Episode notes
1
Introduction
00:00 • 6min
2
The Problem With Modeling Price
05:39 • 5min
3
Bitcoin Capture 1% of Global Assets
10:33 • 1min
4
The Importance of Price Models
11:57 • 4min
5
How to Make Qualitative Predictions
16:04 • 3min
6
The Importance of Models in Forecasting Bitcoin
18:47 • 2min
7
The Limits of Modeling
20:44 • 4min
8
The Importance of Price Modeling in Bitcoin
24:52 • 6min
9
The Importance of Modeling in Bitcoin
30:33 • 2min
10
The Importance of Conviction in Trading Bitcoin
32:35 • 6min
11
The Importance of Modeling
38:18 • 3min
12
The Importance of Price Modeling
41:18 • 5min
13
The Importance of Understanding the Price Component
46:18 • 4min
14
The Importance of Price Models
50:11 • 2min
15
The Importance of Models in Wall Street
52:29 • 5min
16
The Importance of Having a Strong Belief System
57:02 • 3min
17
The Importance of General Knowledge
59:41 • 5min
18
The Importance of Risk Management in Bitcoin Trading
01:04:54 • 2min
19
How to Trade Bitcoin
01:06:50 • 3min
20
How to Avoid Being Picked Off by Wall Street
01:09:47 • 5min
21
Bitcoin Is a One Way Trade
01:15:06 • 3min
22
How to Survive on a Trading Floor
01:17:39 • 2min
23
The Benefits of a Good Model
01:19:34 • 4min
24
The Problem With Modeling Price
01:23:44 • 3min
25
The Importance of Price
01:26:37 • 2min
26
How to Model Relative Value in Bitcoin
01:28:13 • 4min
27
Bitcoin's Price Target
01:31:46 • 6min
28
The Struggles of Managing Risk
01:37:21 • 5min
29
The Future of Cryptocurrency
01:42:06 • 5min
30
The Impact of the Rate Increases on Trucking Companies
01:46:51 • 5min
31
The Rise of the Corporate Sector in the Global Financial Crisis
01:51:33 • 3min
32
The History of Credit Events in Markets
01:54:18 • 4min
33
The Importance of Price Models
01:58:04 • 3min
34
The Importance of a Valid Thesis for Bitcoin
02:00:42 • 4min