

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