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 • 2min
The Nakamoto Portfolio: A Great Tool to Back Up Your Assortments
02:12 • 6min
How SWAN Research Can Help You Make Better Investment Decisions
07:43 • 2min
The Dilemma of Wall Street Research Analysts
09:20 • 5min
The Problem With Discounted Cash Flow Analysis
14:09 • 2min
How Swan Research Is Different From Traditional Wall Street Research
16:36 • 1min
The Open Source E2s and Bitcoin Price
18:04 • 5min
The Importance of Diversifying Your Portfolio
23:11 • 3min
Rogers Communications: The Biggest Borrower in the World
26:38 • 3min
Bitcoin Allocation for High Risk Investors
29:34 • 3min
Bitcoin: A Riskier Asset
32:35 • 3min
Bitcoin: A Non-Correlational Asset
35:40 • 4min
Bitcoin: The Monetary Unit of the World
39:55 • 5min
The Probability of Bitcoin Demonetizing All These Assets
45:09 • 2min
Bitcoin's Asymmetric Return Opportunity
46:45 • 3min
The Schrodinger Model of Probability
49:24 • 2min
The Future of Bitcoin
51:27 • 2min
How to Calculate the Intrinsic Value of Bitcoin
53:43 • 4min
How to Buy Gold for Investment Grade Bonds
58:03 • 2min
The End of a Slow Train Crash
01:00:26 • 3min
Bitcoin and the Orange Pill Masses
01:03:18 • 4min