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

02:04:55

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Episode notes

Introduction

6min

The Problem With Modeling Price

5min

Bitcoin Capture 1% of Global Assets

1min

The Importance of Price Models

4min

How to Make Qualitative Predictions

3min

The Importance of Models in Forecasting Bitcoin

2min

The Limits of Modeling

4min

The Importance of Price Modeling in Bitcoin

6min

The Importance of Modeling in Bitcoin

2min

10.

The Importance of Conviction in Trading Bitcoin

6min

11.

The Importance of Modeling

3min

12.

The Importance of Price Modeling

5min

13.

The Importance of Understanding the Price Component

4min

14.

The Importance of Price Models

2min

15.

The Importance of Models in Wall Street

5min

16.

The Importance of Having a Strong Belief System

3min

17.

The Importance of General Knowledge

5min

18.

The Importance of Risk Management in Bitcoin Trading

2min

19.

How to Trade Bitcoin

3min

20.

How to Avoid Being Picked Off by Wall Street

5min

21.

Bitcoin Is a One Way Trade

3min

22.

How to Survive on a Trading Floor

2min

23.

The Benefits of a Good Model

4min

24.

The Problem With Modeling Price

3min

25.

The Importance of Price

2min

26.

How to Model Relative Value in Bitcoin

4min

27.

Bitcoin's Price Target

6min

28.

The Struggles of Managing Risk

5min

29.

The Future of Cryptocurrency

5min

30.

The Impact of the Rate Increases on Trucking Companies

5min

31.

The Rise of the Corporate Sector in the Global Financial Crisis

3min

32.

The History of Credit Events in Markets

4min

33.

The Importance of Price Models

3min

34.

The Importance of a Valid Thesis for Bitcoin

4min

We're joined by John Haar, Steven Lubka, and Greg Foss for an in-depth conversation about price, price-models and relative value. We discuss how human actions play a role in determining the validity of price-models and discuss the meaning of "price."

Timestamps:

00:00:00 "Café Bitcoin" Intro

00:01:01 Price-Models Revisited

01:18:01 Understanding Price with Steven Lubka, John Haar and Greg Foss

02:03:21 “Café Bitcoin” Outro

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