

#523: Why a Bitcoin Treasury is the Winning Strategy with Eric Semler
Jul 15, 2024
Eric Semler discusses storing value in Bitcoin, journey to Bitcoin, themes leading to shorting assets, Bitcoin's potential, using Bitcoin as treasury asset, importance of board members holding Bitcoin, and the future of Bitcoin.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Reflecting on the Endearing Qualities of Bill Bolton
01:44 • 2min
Navigating the Financial Landscape Post-Dot-Com Bubble
03:21 • 5min
The Evolution of a Successful Fund Manager and Investment Strategy
08:45 • 3min
Reflections on Market Bubbles and Contrarian Investing
11:56 • 16min
Comparing Bitcoin to Gold and Analyzing Investment Potential
28:20 • 6min
Bitcoin as a Treasury Asset: A Public Company's Bold Move
33:58 • 21min