
Stephan Livera Podcast SLP325 PlanB - Is the S2F model still on track? What about the supercycle and floor model?
Nov 29, 2021
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
Introduction
00:00 • 4min
What's the Difference Between the Different Models That You've Put Out?
03:36 • 3min
The Unchanged Stuff Is So Amazing That It's So Useful for Investing and Trading
06:56 • 4min
Is Your Modeling Influencing the Behavior of Market Participants?
10:48 • 3min
The Best Arguments Against the Supercycle
13:43 • 3min
Betcoin Volatility
16:35 • 4min
Is the Number of New Bit Coins in the Market Going Down?
20:21 • 2min
The Cold Card by Coin Kite Dot Com
22:49 • 5min
Is There a Supercycle Coming?
28:13 • 3min
Do You Still Hold That View?
30:48 • 5min
The Stock to Flow Model
35:41 • 3min
Is the Model Failure?
38:41 • 5min
Pitcoin During a Financial Crisis?
43:57 • 4min
When the Price Goes Down, I Just Switch Off the Monitors
48:22 • 2min
Bitcoin
50:22 • 4min
Bitcoin City and Bitcoin Bonds
54:23 • 2min
El Salvador Bidcoin Bond to One
56:05 • 2min
Mining Bicoin Mining Notes - I Just Want to Hold Bitcoin?
58:11 • 2min
Is There a Concentration Risk to Bitcoin?
01:00:05 • 2min
Stock to Flow Model
01:02:21 • 3min
Is It a Run Up Set or a Miss?
01:05:39 • 2min
